Number of Shares
3,640.00
Current Holdings Value*
$217,530.00
% of Portfolio
15.04%
Total Estimate Gain
$1.21 Mil
% of Total Estimate Gain
74.39%

Centered Wealth LLC dba Miller Equity Capital Advisors's Williams Companies Inc Holding Summary

As of 2025-03-31, Centered Wealth LLC dba Miller Equity Capital Advisors held 3,640.00 shares of Williams Companies Inc(WMB), totaling $217,530.00. This investment constitutes 15.04% of their stock portfolio, and Centered Wealth LLC dba Miller Equity Capital Advisors now holds 0% of the outstanding Williams Companies Inc(WMB) stock.

The initial trade took place in 2022Q1. And since then Centered Wealth LLC dba Miller Equity Capital Advisors has made 5 purchases of WMB, at an average price of $32.92, for a total of 49,344.00 shares. In addition, there have been 3 sales at an average price of $56.99 for 45,704.00 shares. Based on historical transaction data and WMB's current price of $62.67, Centered Wealth LLC dba Miller Equity Capital Advisors's estimated gain on his WMB holdings is $1.21 Mil, reflecting a 74.39% gain to date.

Centered Wealth LLC dba Miller Equity Capital Advisors WMB ($62.67) Holding Chart

Centered Wealth LLC dba Miller Equity Capital Advisors WMB ($62.67) 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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