Williams Companies shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Williams Companies
Tip: Access up to 7 years of quarterly data
All positions including Williams Companies held by Valued Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Williams Companies by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20k | 438 | 45.69 |
| 2024-06-30 | $15k | 359 | 42.54 |
| 2024-03-31 | $9.5k | 244 | 38.99 |