Compass Wealth Management LLC Williams Companies, Inc. Transaction History

Compass Wealth Management LLC

$420 Billion
Q2 2025

A detailed history of Compass Wealth Management LLC transactions in Williams Companies, Inc. stock. As of the latest transaction made, Compass Wealth Management LLC holds 71,233 shares of WMB stock, worth $4.11 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

71,233

Previous 88,341 19.37%

Holding current value

$4.11 Million

Previous $5.28 Billion 15.25%

% of portfolio

1.07%

Previous 1.35%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$54.33 - $62.87 $929,477 - $1.08 Million	-17,108 Reduced 19.37%	71,233 $4.47 Billion
Q1 2025 Apr 29, 2025	SELL	$54.02 - $61.09 $936,328 - $1.06 Million	-17,333 Reduced 16.4%	88,341 $5.28 Billion
Q4 2024 Jan 21, 2025	SELL	$46.37 - $59.74 $440,515 - $567,530	-9,500 Reduced 8.25%	105,674 $5.72 Billion
Q3 2024 Oct 16, 2024	SELL	$41.24 - $46.22 $204,138 - $228,789	-4,950 Reduced 4.12%	115,174 $5.26 Billion
Q2 2024 Jul 16, 2024	SELL	$37.58 - $43.11 $10,334 - $11,855	-275 Reduced 0.23%	120,124 $5.11 Billion
Q1 2024 Apr 05, 2024	SELL	$33.05 - $38.97 $30,108 - $35,501	-911 Reduced 0.75%	120,399 $4.69 Billion
Q4 2023 Jan 04, 2024	SELL	$32.93 - $37.28 $41,195 - $46,637	-1,251 Reduced 1.02%	121,310 $4.23 Billion
Q3 2023 Oct 25, 2023	SELL	$32.37 - $35.38 $30,978 - $33,858	-957 Reduced 0.77%	122,561 $4.13 Billion
Q2 2023 Jul 27, 2023	BUY	$28.56 - $32.63 $409,836 - $468,240	14,350 Added 13.14%	123,518 $4.03 Billion
Q1 2023 May 15, 2023	BUY	$28.3 - $32.96 $546,190 - $636,128	19,300 Added 21.48%	109,168 $3.26 Billion
Q4 2022 Feb 17, 2023	BUY	$29.3 - $34.98 $2.63 Million - $3.14 Million	89,868 New	89,868 $2.96 Billion

Others Institutions Holding WMB

# of Institutions

1,792

Shares Held

1.06B

Call Options Held

8.34M

Put Options Held

8.29M

View Full List

About WILLIAMS COMPANIES, INC.

Ticker WMB
Exchange NYSE
Sector Energy
Industry Oil & Gas Midstream
Shares Outstandng 1,218,530,048
Market Cap $70.4B
Description
The Williams Companies, Inc., together with its subsidiaries, operates as an energy infrastructure company primarily in the United States. It operates through Transmission & Gulf of Mexico, Northeast G&P, West, and Gas & NGL Marketing Services segments. The Transmission & Gulf of Mexico segment comprises Transco and Northwest nat...

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Compass Wealth Management LLC Williams Companies, Inc. Transaction History