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Williams Companies shares owned by OneAscent Wealth Management

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by OneAscent Wealth Management from 13F filings

Historical chart of OneAscent Wealth Management investment in Williams Companies

Tip: Access up to 7 years of quarterly data

All positions including Williams Companies held by OneAscent Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams Companies by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $465k 10k 45.62
2024-03-31 $280k 7.2k 38.94
2023-12-31 $315k 9.1k 34.78
2023-09-30 $334k 9.9k 33.70
2023-03-31 $354k 12k 29.89
2022-12-31 $378k 12k 32.92
2022-09-30 $323k 11k 28.64
2022-06-30 $436k 14k 31.23
2022-03-31 $442k 13k 33.42

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Us Bancorp Del Com New (USB)
Southern Company (SO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Timothy Plan Hig Dv Stk Etf (TPHD)
Spdr Gold Tr Gold Shs (GLD)
Sherwin-Williams Company (SHW)

View all positions for OneAscent Wealth Management

Top funds holding Williams Companies

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Bank of America Corporation
Dodge & Cox
Geode Capital Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Morgan Stanley
ClearBridge Advisors
Deutsche Bank Aktiengesellschaft
Royal Bank of Canada
Blackstone Group
Northern Trust

View all funds holding Williams Companies