Number of Shares
802,971.00
Current Holdings Value*
$47.99 Mil
% of Portfolio
5.2%
Total Estimate Gain
$23.18 Mil
% of Total Estimate Gain
74.48%

CapWealth Advisors, LLC's Williams Companies Inc Holding Summary

As of 2025-03-31, CapWealth Advisors, LLC held 802,971.00 shares of Williams Companies Inc(WMB), totaling $47.99 Mil. This investment constitutes 5.2% of their stock portfolio, and CapWealth Advisors, LLC now holds 0.07% of the outstanding Williams Companies Inc(WMB) stock.

The initial trade took place in 2014Q1. And since then CapWealth Advisors, LLC has made 22 purchases of WMB, at an average price of $31.91, for a total of 975,465.00 shares. In addition, there have been 14 sales at an average price of $38.57 for 172,494.00 shares. Based on historical transaction data and WMB's current price of $59.35, CapWealth Advisors, LLC's estimated gain on his WMB holdings is $23.18 Mil, reflecting a 74.48% gain to date.

CapWealth Advisors, LLC WMB ($59.35) Holding Chart

CapWealth Advisors, LLC WMB ($59.35) 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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