Heritage Wealth Advisors Williams Companies, Inc. Transaction History

Heritage Wealth Advisors

$2.16 Billion
Q2 2024

A detailed history of Heritage Wealth Advisors transactions in Williams Companies, Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 464,719 shares of WMB stock, worth $22.4 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

464,719

Previous 154 301665.58%

Holding current value

$22.4 Million

Previous $6,000 329066.67%

% of portfolio

0.91%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,430

Shares Held

1.06B

Call Options Held

7.89M

Put Options Held

5.49M

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 $58.7B
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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Heritage Wealth Advisors Williams Companies, Inc. Transaction History