A detailed history of Kingswood Wealth Advisors, LLC transactions in Williams Companies, Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 18,208 shares of WMB stock, worth $773,475. This represents 0.08% of its overall portfolio holdings.

Number of Shares
18,208
Previous 30,819 40.92%
Holding current value
$773,475
Previous $1.07 Billion 33.9%
% of portfolio
0.08%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$33.05 - $38.97 $416,793 - $491,450
-12,611 Reduced 40.92%
18,208 $710 Million
Q4 2023

Jan 16, 2024

BUY
$32.93 - $37.28 $549,898 - $622,538
16,699 Added 118.26%
30,819 $1.07 Billion
Q3 2023

Oct 23, 2023

BUY
$32.37 - $35.38 $66,811 - $73,024
2,064 Added 17.12%
14,120 $476 Million
Q2 2023

Aug 09, 2023

BUY
$28.56 - $32.63 $344,319 - $393,387
12,056 New
12,056 $393 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 $51.8B
  • 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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