Blue Zone Wealth Advisors, LLC WMB Holdings History
Blue Zone Wealth Advisors, LLC's Williams Companies Inc Holding Summary
As of 2025-03-31, Blue Zone Wealth Advisors, LLC held 147,444.00 shares of Williams Companies Inc(WMB), totaling $8.81 Mil. This investment constitutes 2.45% of their stock portfolio, and Blue Zone Wealth Advisors, LLC now holds 0.01% of the outstanding Williams Companies Inc(WMB) stock.
The initial trade took place in 2022Q1. And since then Blue Zone Wealth Advisors, LLC has made 10 purchases of WMB, at an average price of $31.08, for a total of 169,574.00 shares. In addition, there have been 3 sales at an average price of $50.50 for 22,130.00 shares. Based on historical transaction data and WMB's current price of $58.37, Blue Zone Wealth Advisors, LLC's estimated gain on his WMB holdings is $4.45 Mil, reflecting a 84.49% gain to date.
Blue Zone Wealth Advisors, LLC WMB ($58.37) Holding Chart
Blue Zone Wealth Advisors, LLC WMB ($58.37) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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