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Williams Companies shares owned by Precedent Wealth Partners

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

Historical chart of Precedent Wealth Partners investment in Williams Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Williams Companies by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $480k 8.9k 54.12
2024-09-30 $423k 9.3k 45.65
2024-06-30 $363k 8.5k 42.50
2024-03-31 $378k 9.7k 38.97
2023-12-31 $351k 10k 34.83

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Us High Dividend (DHS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Precedent Wealth Partners

Top funds holding Williams Companies

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

View all funds holding Williams Companies