Compass Wealth Management LLC WMB Holdings History
Compass Wealth Management LLC's Williams Companies Inc Holding Summary
As of 2025-03-31, Compass Wealth Management LLC held 88,341.00 shares of Williams Companies Inc(WMB), totaling $5.28 Mil. This investment constitutes 1.35% of their stock portfolio, and Compass Wealth Management LLC now holds 0.01% of the outstanding Williams Companies Inc(WMB) stock.
The initial trade took place in 2022Q4. And since then Compass Wealth Management LLC has made 2 purchases of WMB, at an average price of $32.00, for a total of 123,518.00 shares. In addition, there have been 7 sales at an average price of $52.39 for 35,177.00 shares. Based on historical transaction data and WMB's current price of $59.35, Compass Wealth Management LLC's estimated gain on his WMB holdings is $3.13 Mil, reflecting a 79.26% gain to date.
Compass Wealth Management LLC WMB ($59.35) Holding Chart
Compass Wealth Management 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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