A detailed history of Mount Yale Investment Advisors, LLC transactions in Williams Companies, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 34,206 shares of WMB stock, worth $1.93 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
34,206
Previous 37,763 9.42%
Holding current value
$1.93 Million
Previous $1.6 Million 2.68%
% of portfolio
0.15%
Previous 0.13%

Shares

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

Oct 23, 2024

SELL
$41.24 - $46.22 $146,690 - $164,404
-3,557 Reduced 9.42%
34,206 $1.56 Million
Q2 2024

Aug 13, 2024

SELL
$37.58 - $43.11 $162,195 - $186,062
-4,316 Reduced 10.26%
37,763 $1.6 Million
Q1 2024

May 15, 2024

SELL
$33.05 - $38.97 $6,643 - $7,832
-201 Reduced 0.48%
42,079 $1.64 Million
Q4 2023

Feb 12, 2024

SELL
$32.93 - $37.28 $15,444 - $17,484
-469 Reduced 1.1%
42,280 $1.47 Million
Q3 2023

Oct 11, 2023

SELL
$32.37 - $35.38 $29,909 - $32,691
-924 Reduced 2.12%
42,749 $1.44 Million
Q2 2023

Aug 14, 2023

BUY
$28.56 - $32.63 $19,020 - $21,731
666 Added 1.55%
43,673 $1.43 Million
Q1 2023

May 11, 2023

BUY
$28.3 - $32.96 $2,603 - $3,032
92 Added 0.21%
43,007 $1.28 Million
Q4 2022

Feb 13, 2023

SELL
$29.3 - $34.98 $21,096 - $25,185
-720 Reduced 1.65%
42,915 $1.41 Million
Q3 2022

Nov 07, 2022

BUY
$28.42 - $35.6 $92,791 - $116,234
3,265 Added 8.09%
43,635 $1.25 Million
Q2 2022

Aug 02, 2022

BUY
$29.74 - $37.82 $26,200 - $33,319
881 Added 2.23%
40,370 $1.26 Million
Q1 2022

May 03, 2022

BUY
$26.5 - $33.88 $147,366 - $188,406
5,561 Added 16.39%
39,489 $1.32 Million
Q4 2021

Feb 02, 2022

BUY
$25.35 - $29.55 $81,043 - $94,471
3,197 Added 10.4%
33,928 $883,000
Q3 2021

Nov 02, 2021

BUY
$23.89 - $26.94 $734,163 - $827,893
30,731 New
30,731 $797,000
Q4 2018

Feb 14, 2019

SELL
$20.58 - $27.98 $69,869 - $94,992
-3,395 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
$26.7 - $31.79 $55,429 - $65,996
2,076 Added 157.39%
3,395 $90,000
Q2 2018

Aug 22, 2018

BUY
$24.38 - $28.01 $27,451 - $31,539
1,126 Added 583.42%
1,319 $36,000
Q1 2018

Jun 25, 2018

BUY
$24.78 - $33.21 $4,782 - $6,409
193 New
193 $5,000

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 $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
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