A detailed history of Ep Wealth Advisors, LLC transactions in Williams Companies, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 11,607 shares of WMB stock, worth $524,172. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,607
Previous 10,340 12.25%
Holding current value
$524,172
Previous $402,000 22.64%
% of portfolio
0.01%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024

BUY
$37.58 - $43.11 $47,613 - $54,620
1,267 Added 12.25%
11,607 $493,000
Q1 2024

May 14, 2024

BUY
$33.05 - $38.97 $6,940 - $8,183
210 Added 2.07%
10,340 $402,000
Q4 2023

Feb 28, 2024

SELL
$32.93 - $37.28 $23,643 - $26,767
-718 Reduced 6.62%
10,130 $352,000
Q3 2023

Nov 22, 2023

BUY
$32.37 - $35.38 $225,618 - $246,598
6,970 Added 179.73%
10,848 $365,000
Q2 2023

Aug 14, 2023

BUY
$28.56 - $32.63 $110,755 - $126,539
3,878 New
3,878 $126,000
Q3 2021

Nov 16, 2021

SELL
$23.89 - $26.94 $219,429 - $247,443
-9,185 Closed
0 $0
Q2 2021

Aug 24, 2021

BUY
$23.24 - $28.23 $213,459 - $259,292
9,185 New
9,185 $244,000

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 $55B
  • 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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