Williams Companies shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Williams Companies
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Quarterly reported holdings in Williams Companies by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 66k | 63.35 |
| 2025-06-30 | $1.3M | 20k | 62.81 |
| 2025-03-31 | $1.6M | 27k | 59.76 |
| 2024-12-31 | $1.3M | 24k | 54.12 |
| 2024-09-30 | $1.6M | 34k | 45.65 |
| 2024-06-30 | $1.6M | 38k | 42.50 |
| 2024-03-31 | $1.6M | 42k | 38.97 |
| 2023-09-30 | $1.4M | 43k | 33.69 |
| 2023-06-30 | $1.4M | 44k | 32.63 |
| 2023-03-31 | $1.3M | 43k | 29.86 |
| 2022-12-31 | $1.4M | 43k | 32.90 |
| 2022-09-30 | $1.2M | 44k | 28.62 |
| 2022-06-30 | $1.3M | 40k | 31.21 |
| 2022-03-31 | $1.3M | 40k | 33.40 |
| 2021-12-31 | $883k | 34k | 26.03 |
| 2021-09-30 | $797k | 31k | 25.93 |
| 2018-09-30 | $90k | 3.4k | 26.51 |
| 2018-06-30 | $36k | 1.3k | 27.29 |
| 2018-03-31 | $5.0k | 193 | 25.91 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors