York Bridge Wealth Partners, LLC Williams Companies, Inc. Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Williams Companies, Inc. stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 42,134 shares of WMB stock, worth $2.38 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

42,134

Previous 43,740 3.67%

Holding current value

$2.38 Million

Previous $1.25 Million 10.7%

% of portfolio

0.35%

Previous 0.32%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	SELL	$29.3 - $34.98 $47,055 - $56,177	-1,606 Reduced 3.67%	42,134 $0
Q3 2022 Oct 18, 2022	BUY	$28.42 - $35.6 $120,046 - $150,374	4,224 Added 10.69%	43,740 $1.25 Million
Q2 2022 Jul 15, 2022	BUY	$29.74 - $37.82 $70,335 - $89,444	2,365 Added 6.37%	39,516 $1.23 Million
Q1 2022 Apr 15, 2022	BUY	$26.5 - $33.88 $30,369 - $38,826	1,146 Added 3.18%	37,151 $1.24 Million
Q4 2021 Jan 19, 2022	BUY	$25.35 - $29.55 $13,105 - $15,277	517 Added 1.46%	36,005 $938,000
Q3 2021 Oct 22, 2021	BUY	$23.89 - $26.94 $198,143 - $223,440	8,294 Added 30.5%	35,488 $921,000
Q2 2021 Jul 22, 2021	BUY	$23.24 - $28.23 $51,244 - $62,247	2,205 Added 8.82%	27,194 $722,000
Q1 2021 Apr 15, 2021	BUY	$20.1 - $24.56 $150,850 - $184,322	7,505 Added 42.92%	24,989 $592,000
Q4 2020 Jan 19, 2021	SELL	$18.26 - $22.49 $23,427 - $28,854	-1,283 Reduced 6.84%	17,484 $351,000
Q3 2020 Oct 19, 2020	SELL	$18.27 - $22.34 $15,967 - $19,525	-874 Reduced 4.45%	18,767 $369,000
Q2 2020 Jul 20, 2020	SELL	$13.33 - $21.58 $7,331 - $11,868	-550 Reduced 2.72%	19,641 $374,000
Q1 2020 Apr 16, 2020	BUY	$9.25 - $24.04 $43,854 - $113,973	4,741 Added 30.69%	20,191 $286,000
Q4 2019 Jan 17, 2020	BUY	$21.95 - $23.94 $22,937 - $25,017	1,045 Added 7.25%	15,450 $366,000
Q3 2019 Oct 21, 2019	BUY	$22.88 - $28.85 $26,197 - $33,033	1,145 Added 8.63%	14,405 $347,000
Q2 2019 Jul 18, 2019	BUY	$26.3 - $29.35 $16,910 - $18,872	643 Added 5.1%	13,260 $372,000
Q1 2019 May 09, 2019	BUY	$22.42 - $28.93 $61,116 - $78,863	2,726 Added 27.56%	12,617 $362,000
Q4 2018 Feb 14, 2019	SELL	$20.58 - $27.98 $78,718 - $107,023	-3,825 Reduced 27.89%	9,891 $218,000
Q3 2018 Nov 14, 2018	BUY	$26.7 - $31.79 $19,517 - $23,238	731 Added 5.63%	13,716 $379,000
Q2 2018 Aug 10, 2018	BUY	$24.38 - $28.01 $95,423 - $109,631	3,914 Added 43.15%	12,985 $352,000
Q1 2018 May 15, 2018	SELL	$24.78 - $33.21 $65,518 - $87,807	-2,644 Reduced 22.57%	9,071 $228,000
Q4 2017 Feb 12, 2018	BUY	$27.02 - $30.51 $51,689 - $58,365	1,913 Added 19.52%	11,715 $345,000
Q3 2017 Oct 27, 2017	SELL	$29.01 - $31.78 $17,464 - $19,131	-602 Reduced 5.79%	9,802 $294,000
Q2 2017 Aug 14, 2017	BUY	N/A	10,404	10,404 $321,000

Others Institutions Holding WMB

# of Institutions

1,470

Shares Held

1.05B

Call Options Held

8.96M

Put Options Held

5.1M

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 $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...

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York Bridge Wealth Partners, LLC Williams Companies, Inc. Transaction History