A detailed history of Holistic Financial Partners transactions in Williams Companies, Inc. stock. As of the latest transaction made, Holistic Financial Partners holds 8,205 shares of WMB stock, worth $489,428. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,205
Previous 8,793 6.69%
Holding current value
$489,428
Previous $373,000 0.27%
% of portfolio
0.18%
Previous 0.2%

Shares

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

Nov 07, 2024

SELL
$41.24 - $46.22 $24,249 - $27,177
-588 Reduced 6.69%
8,205 $374,000
Q2 2024

Jul 30, 2024

BUY
$37.58 - $43.11 $4,659 - $5,345
124 Added 1.43%
8,793 $373,000
Q1 2024

May 08, 2024

BUY
$33.05 - $38.97 $165 - $194
5 Added 0.06%
8,669 $337,000
Q4 2023

Feb 12, 2024

BUY
$32.93 - $37.28 $14,719 - $16,664
447 Added 5.44%
8,664 $301,000
Q3 2023

Nov 08, 2023

BUY
$32.37 - $35.38 $28,906 - $31,594
893 Added 12.19%
8,217 $276,000
Q2 2023

Aug 09, 2023

BUY
$28.56 - $32.63 $4,683 - $5,351
164 Added 2.29%
7,324 $238,000
Q1 2023

May 04, 2023

SELL
$28.3 - $32.96 $19,781 - $23,039
-699 Reduced 8.89%
7,160 $213,000
Q4 2022

Feb 07, 2023

BUY
$29.3 - $34.98 $230,268 - $274,907
7,859 New
7,859 $258,000
Q2 2018

Aug 14, 2018

SELL
$24.38 - $28.01 $7,118 - $8,178
-292 Closed
0 $0
Q4 2017

Feb 09, 2018

BUY
$27.02 - $30.51 $7,889 - $8,908
292
292 $9,000

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 $72.7B
  • 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...
More about WMB
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