A detailed history of Heritage Wealth Advisors transactions in Williams Companies, Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 481,952 shares of WMB stock, worth $27.3 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
481,952
Previous 464,719 3.71%
Holding current value
$27.3 Million
Previous $19.8 Million 11.42%
% of portfolio
1.07%
Previous 0.91%

Shares

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

Nov 12, 2024

BUY
$41.24 - $46.22 $710,688 - $796,509
17,233 Added 3.71%
481,952 $22 Million
Q2 2024

Aug 05, 2024

BUY
$37.58 - $43.11 $17.5 Million - $20 Million
464,565 Added 301665.59%
464,719 $19.8 Million
Q1 2024

May 08, 2024

SELL
$33.05 - $38.97 $14 Million - $16.5 Million
-423,465 Reduced 99.96%
154 $6,000
Q4 2023

Feb 09, 2024

BUY
$32.93 - $37.28 $80,777 - $91,447
2,453 Added 0.58%
423,619 $14.8 Million
Q3 2023

Nov 08, 2023

BUY
$32.37 - $35.38 $335,612 - $366,819
10,368 Added 2.52%
421,166 $14.2 Million
Q2 2023

Aug 09, 2023

BUY
$28.56 - $32.63 $372,393 - $425,462
13,039 Added 3.28%
410,798 $13.4 Million
Q1 2023

May 04, 2023

BUY
$28.3 - $32.96 $266,699 - $310,615
9,424 Added 2.43%
397,759 $11.9 Million
Q4 2022

Feb 06, 2023

BUY
$29.3 - $34.98 $293,234 - $350,079
10,008 Added 2.65%
388,335 $12.8 Million
Q3 2022

Nov 10, 2022

BUY
$28.42 - $35.6 $390,547 - $489,215
13,742 Added 3.77%
378,327 $10.8 Million
Q2 2022

Aug 04, 2022

BUY
$29.74 - $37.82 $2.99 Million - $3.8 Million
100,479 Added 38.04%
364,585 $11.4 Million
Q1 2022

May 11, 2022

BUY
$26.5 - $33.88 $629,375 - $804,650
23,750 Added 9.88%
264,106 $8.82 Million
Q4 2021

Feb 02, 2022

BUY
$25.35 - $29.55 $1.09 Million - $1.27 Million
42,928 Added 21.74%
240,356 $6.26 Million
Q3 2021

Nov 02, 2021

BUY
$23.89 - $26.94 $1.01 Million - $1.14 Million
42,177 Added 27.17%
197,428 $5.12 Million
Q2 2021

Aug 09, 2021

BUY
$23.24 - $28.23 $3.53 Million - $4.29 Million
151,829 Added 4436.85%
155,251 $4.12 Million
Q2 2021

Jul 27, 2021

SELL
$23.24 - $28.23 $2.03 Million - $2.47 Million
-87,536 Reduced 96.24%
3,422 $69,000
Q1 2021

Apr 27, 2021

BUY
$20.1 - $24.56 $1.76 Million - $2.15 Million
87,536 Added 2558.04%
90,958 $2.15 Million
Q4 2020

Feb 01, 2021

BUY
$18.26 - $22.49 $32,356 - $39,852
1,772 Added 107.39%
3,422 $69,000
Q3 2020

Nov 03, 2020

BUY
$18.27 - $22.34 $30,145 - $36,861
1,650 New
1,650 $32,000
Q1 2020

May 05, 2020

SELL
$9.25 - $24.04 $51,901 - $134,888
-5,611 Closed
0 $0
Q4 2019

Feb 04, 2020

SELL
$21.95 - $23.94 $887,767 - $968,253
-40,445 Reduced 87.82%
5,611 $133,000
Q3 2019

Oct 30, 2019

BUY
$22.88 - $28.85 $7,687 - $9,693
336 Added 0.73%
46,056 $1.11 Million
Q2 2019

Aug 05, 2019

BUY
$26.3 - $29.35 $9,257 - $10,331
352 Added 0.78%
45,720 $0
Q1 2019

May 06, 2019

SELL
$22.42 - $28.93 $668,003 - $861,969
-29,795 Reduced 39.64%
45,368 $0
Q4 2018

Jan 28, 2019

BUY
$20.58 - $27.98 $19,159 - $26,049
931 Added 1.25%
75,163 $1.66 Million
Q3 2018

Nov 14, 2018

BUY
$26.7 - $31.79 $1.98 Million - $2.36 Million
74,232 New
74,232 $2.02 Million

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 $68.9B
  • 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
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.