Williams Companies shares owned by Lee Financial
Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Williams Companies
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Quarterly reported holdings in Williams Companies by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $329k | 7.7k | 42.50 |
| 2024-03-31 | $293k | 7.5k | 38.97 |
| 2023-12-31 | $257k | 7.4k | 34.83 |
| 2023-09-30 | $236k | 7.0k | 33.69 |
| 2023-06-30 | $229k | 7.0k | 32.63 |
| 2023-03-31 | $186k | 6.2k | 29.86 |
| 2022-12-31 | $218k | 6.6k | 32.90 |
| 2022-09-30 | $189k | 6.6k | 28.57 |
| 2022-06-30 | $207k | 6.6k | 31.25 |
| 2022-03-31 | $204k | 6.2k | 32.97 |
| 2021-12-31 | $122k | 4.8k | 25.60 |
| 2021-09-30 | $122k | 4.8k | 25.60 |
| 2021-06-30 | $141k | 5.2k | 27.10 |
| 2021-03-31 | $165k | 6.9k | 23.81 |
| 2020-12-31 | $132k | 6.5k | 20.18 |
| 2020-09-30 | $130k | 6.6k | 19.61 |
| 2020-06-30 | $42k | 2.2k | 19.20 |
| 2020-03-31 | $37k | 2.7k | 14.01 |
| 2019-12-31 | $106k | 4.5k | 23.72 |
| 2019-09-30 | $116k | 4.8k | 24.06 |
| 2019-06-30 | $126k | 4.5k | 28.01 |
| 2019-03-31 | $11k | 388 | 28.35 |
| 2018-12-31 | $9.0k | 388 | 23.20 |
| 2018-09-30 | $11k | 388 | 28.35 |
| 2018-06-30 | $19k | 709 | 26.80 |
| 2018-03-31 | $18k | 709 | 25.39 |