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Williams Companies shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Williams Companies

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All positions including Williams Companies held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams Companies by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-03-31 $601k 15k 38.97
2023-09-30 $464k 14k 33.69
2023-06-30 $462k 14k 32.63
2023-03-31 $419k 14k 29.86
2022-12-31 $408k 12k 32.90
2022-09-30 $323k 11k 28.60
2022-06-30 $325k 10k 31.17
2022-03-31 $284k 8.5k 33.38
2021-12-31 $181k 7.0k 25.99
2021-09-30 $165k 6.4k 25.97
2021-06-30 $123k 4.6k 26.63
2021-03-31 $69k 2.9k 23.69
2020-12-31 $32k 1.6k 19.89
2020-09-30 $28k 1.4k 19.38
2020-06-30 $2.0k 102 19.61
2020-03-31 $2.0k 113 17.70
2019-12-31 $2.0k 95 21.05
2019-09-30 $2.0k 102 19.61
2019-06-30 $999 12 83.33
2019-03-31 $1.0k 24 41.67