Trivant Custom Portfolio Group »

Williams Companies shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Williams Companies

Tip: Access up to 7 years of quarterly data

All positions including Williams Companies held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Williams Companies by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $35k 775 45.65
2024-06-30 $33k 775 42.50
2024-03-31 $30k 775 38.97
2023-12-31 $27k 775 34.83
2023-09-30 $26k 775 33.69
2023-06-30 $25k 775 32.63
2023-03-31 $23k 775 29.86

More positions owned by Trivant Custom Portfolio Group

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Brd Usd Inv Grd Corp Bd Etf Uit Exchange Traded (USIG)
Flexshares Disciplined Durtn Mbs Etf Uit Exchange Traded (MBSD)
Ishares 0-5 Year Tips Bond Etf Uit Exchange Traded (STIP)
Alphabet Inc Class A Common Stock (GOOGL)
Amazon.com Common Stock (AMZN)
Costco Whsl Corp Common Stock (COST)
Walmart Common Stock (WMT)
Deere & Co Common Stock (DE)
Advanced Micro Device In Common Stock (AMD)
Northrop Grumman Corp Common Stock (NOC)
Meta Platforms Inc Class A Common Stock (META)
Ge Aerospace Common Stock (GE)

View all positions for Trivant Custom Portfolio Group

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