Number of Shares
132,387.00
Current Holdings Value*
$7.91 Mil
% of Portfolio
4%
Total Estimate Gain
$4.13 Mil
% of Total Estimate Gain
36.28%

Eventide Balanced Fund's Williams Companies Inc Holding Summary

As of 2025-03-31, Eventide Balanced Fund held 132,387.00 shares of Williams Companies Inc(WMB), totaling $7.91 Mil. This investment constitutes 4% of their stock portfolio, and Eventide Balanced Fund now holds 0.01% of the outstanding Williams Companies Inc(WMB) stock.

The initial trade took place in 2019Q3. And since then Eventide Balanced Fund has made 6 purchases of WMB, at an average price of $31.16, for a total of 365,631.00 shares. In addition, there have been 7 sales at an average price of $33.37 for 233,244.00 shares. Based on historical transaction data and WMB's current price of $58.48, Eventide Balanced Fund's estimated gain on his WMB holdings is $4.13 Mil, reflecting a 36.28% gain to date.

Eventide Balanced Fund WMB ($58.48) Holding Chart

Eventide Balanced Fund WMB ($58.48) 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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