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Williams Companies shares owned by PDS Planning

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in Williams Companies

Tip: Access up to 7 years of quarterly data

All positions including Williams Companies held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams Companies by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $225k 5.8k 38.97
2023-06-30 $207k 6.4k 32.63

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Abbvie (ABBV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for PDS Planning

Top funds holding Williams Companies

Vanguard Group
BlackRock
Bank of America Corporation
Dodge & Cox
Geode Capital Management
Jpmorgan Chase & Co
T. Rowe Price Associates
ClearBridge Advisors
Morgan Stanley
Royal Bank of Canada
UBS Group
Northern Trust
Franklin Resources
Legal & General Group
Tortoise Capital Advisors

View all funds holding Williams Companies