Number of Shares
116,918.00
Current Holdings Value*
$3.36 Mil
% of Portfolio
3.99%
Total Estimate Gain
$3.86 Mil
% of Total Estimate Gain
104.22%

Cypress Wealth Advisors LLC's Williams Companies Inc Holding Summary

As of 2019-03-31, Cypress Wealth Advisors LLC held 116,918.00 shares of Williams Companies Inc(WMB), totaling $3.36 Mil. This investment constitutes 3.99% of their stock portfolio, and Cypress Wealth Advisors LLC now holds 0.01% of the outstanding Williams Companies Inc(WMB) stock.

The initial trade took place in 2018Q2. And since then Cypress Wealth Advisors LLC has made 3 purchases of WMB, at an average price of $26.12, for a total of 141,968.00 shares. In addition, there have been 1 sales at an average price of $26.73 for 25,050.00 shares. Based on historical transaction data and WMB's current price of $59.04, Cypress Wealth Advisors LLC's estimated gain on his WMB holdings is $3.86 Mil, reflecting a 104.22% gain to date.

Cypress Wealth Advisors LLC WMB ($59.04) Holding Chart

Cypress Wealth Advisors LLC WMB ($59.04) 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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