A detailed history of Cyndeo Wealth Partners, LLC transactions in Williams Companies, Inc. stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 147,810 shares of WMB stock, worth $7.94 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
147,810
Previous 157,745 6.3%
Holding current value
$7.94 Million
Previous $6.7 Million 0.67%
% of portfolio
0.48%
Previous 0.53%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$41.24 - $46.22 $409,719 - $459,195
-9,935 Reduced 6.3%
147,810 $6.75 Million
Q2 2024

Jul 30, 2024

BUY
$37.58 - $43.11 $83,314 - $95,574
2,217 Added 1.43%
157,745 $6.7 Million
Q1 2024

Apr 16, 2024

BUY
$33.05 - $38.97 $528,072 - $622,662
15,978 Added 11.45%
155,528 $6.06 Million
Q4 2023

Jan 12, 2024

BUY
$32.93 - $37.28 $375,500 - $425,103
11,403 Added 8.9%
139,550 $4.86 Million
Q3 2023

Oct 10, 2023

BUY
$32.37 - $35.38 $110,705 - $120,999
3,420 Added 2.74%
128,147 $4.32 Million
Q2 2023

Jul 27, 2023

BUY
$28.56 - $32.63 $68,972 - $78,801
2,415 Added 1.97%
124,727 $4.07 Million
Q1 2023

Apr 21, 2023

BUY
$28.3 - $32.96 $140,226 - $163,316
4,955 Added 4.22%
122,312 $3.65 Million
Q4 2022

Jan 25, 2023

BUY
$29.3 - $34.98 $3.44 Million - $4.11 Million
117,357 New
117,357 $0

Others Institutions Holding WMB

About WILLIAMS COMPANIES, INC.


  • Ticker WMB
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Midstream
  • Shares Outstandng 1,218,530,048
  • Market Cap $65.4B
  • 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...
More about WMB
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