Williams Companies shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Williams Companies
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Quarterly reported holdings in Williams Companies by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $299k | 4.7k | 63.35 |
| 2025-06-30 | $299k | 4.8k | 62.81 |
| 2025-03-31 | $242k | 4.1k | 59.76 |
| 2024-12-31 | $218k | 4.0k | 54.12 |
| 2019-03-31 | $65k | 2.2k | 28.94 |
| 2018-12-31 | $39k | 1.8k | 22.06 |
| 2018-09-30 | $3.0k | 115 | 26.09 |
| 2018-06-30 | $3.0k | 115 | 26.09 |
| 2018-03-31 | $2.0k | 93 | 21.51 |
| 2017-12-31 | $4.0k | 136 | 29.41 |