A detailed history of Williams Jones Wealth Management, Llc. transactions in Williams Companies, Inc. stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 32,182 shares of WMB stock, worth $1.74 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
32,182
Previous 32,419 0.73%
Holding current value
$1.74 Million
Previous $1.38 Million 6.68%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

SELL
$41.24 - $46.22 $9,773 - $10,954
-237 Reduced 0.73%
32,182 $1.47 Million
Q2 2024

Aug 05, 2024

BUY
$37.58 - $43.11 $130,740 - $149,979
3,479 Added 12.02%
32,419 $1.38 Million
Q1 2024

May 07, 2024

SELL
$33.05 - $38.97 $211,685 - $249,602
-6,405 Reduced 18.12%
28,940 $1.13 Million
Q4 2023

Feb 14, 2024

BUY
$32.93 - $37.28 $184,572 - $208,954
5,605 Added 18.85%
35,345 $1.23 Million
Q3 2023

Nov 14, 2023

BUY
$32.37 - $35.38 $155,343 - $169,788
4,799 Added 19.24%
29,740 $1 Million
Q2 2023

Aug 14, 2023

SELL
$28.56 - $32.63 $12,480 - $14,259
-437 Reduced 1.72%
24,941 $813,000
Q1 2023

May 15, 2023

SELL
$28.3 - $32.96 $1,216 - $1,417
-43 Reduced 0.17%
25,378 $757,000
Q4 2022

Feb 14, 2023

SELL
$29.3 - $34.98 $36,859 - $44,004
-1,258 Reduced 4.72%
25,421 $836,000
Q3 2022

Nov 14, 2022

SELL
$28.42 - $35.6 $31,347 - $39,266
-1,103 Reduced 3.97%
26,679 $764,000
Q2 2022

Aug 15, 2022

BUY
$29.74 - $37.82 $124,164 - $157,898
4,175 Added 17.69%
27,782 $867,000
Q1 2022

May 16, 2022

SELL
$26.5 - $33.88 $15,582 - $19,921
-588 Reduced 2.43%
23,607 $789,000
Q3 2021

Nov 15, 2021

SELL
$23.89 - $26.94 $47,780 - $53,880
-2,000 Reduced 7.64%
24,195 $628,000
Q2 2021

Aug 16, 2021

BUY
$23.24 - $28.23 $159,658 - $193,940
6,870 Added 35.55%
26,195 $695,000
Q1 2021

May 17, 2021

BUY
$20.1 - $24.56 $77,385 - $94,556
3,850 Added 24.88%
19,325 $458,000
Q4 2020

Feb 16, 2021

SELL
$18.26 - $22.49 $62,485 - $76,960
-3,422 Reduced 18.11%
15,475 $310,000
Q3 2020

Nov 13, 2020

BUY
$18.27 - $22.34 $158,985 - $194,402
8,702 Added 85.36%
18,897 $371,000
Q2 2020

Aug 14, 2020

SELL
$13.33 - $21.58 $63,984 - $103,583
-4,800 Reduced 32.01%
10,195 $194,000
Q1 2020

May 15, 2020

SELL
$9.25 - $24.04 $11,951 - $31,059
-1,292 Reduced 7.93%
14,995 $212,000
Q4 2019

Feb 14, 2020

SELL
$21.95 - $23.94 $278,194 - $303,415
-12,674 Reduced 43.76%
16,287 $386,000
Q3 2019

Nov 14, 2019

BUY
$22.88 - $28.85 $662,627 - $835,524
28,961 New
28,961 $697,000

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 $65.8B
  • 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
Track This Portfolio

Track Williams Jones Wealth Management, Llc. Portfolio

Follow Williams Jones Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.