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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

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

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Quarterly reported holdings in Williams Companies by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
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

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Microsoft Corp MSFT (MSFT)
Nvidia Corp Nvda (NVDA)
Flexshares Disciplined Durtn Mbs Etf MBSD (MBSD)
Amazon.com Amzn (AMZN)
Alphabet Inc. Class A Googl (GOOGL)
Advanced Micro Device In Amd (AMD)
Merck & Co MRK (MRK)
Ishares 0-5 Year Tips Bond Etf Stip (STIP)
Deere & Co De (DE)
Costco Wholesale Cost (COST)
Ishares Brd Usd Inv Grd Corp Bd Etf Usig (USIG)
Northrop Grumman Noc (NOC)
General Electric Co Trades With Due Bills Ge (GE)
Lowes Companies Low (LOW)

View all positions for Trivant Custom Portfolio Group

Top funds holding Williams Companies

Vanguard Group
Bank of America Corporation
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
ClearBridge Advisors
Royal Bank of Canada
Franklin Resources
Legal & General Group
UBS Group
Tortoise Capital Advisors
Neuberger Berman Group
Wellington Management Company
Bank of New York Mellon
Goldman Sachs Group

View all funds holding Williams Companies