Number of Shares
2.69 Mil
Current Holdings Value*
$160.81 Mil
% of Portfolio
2.58%
Total Estimate Gain
$108.00 Mil
% of Total Estimate Gain
148.37%

Evercore Wealth Management, LLC's Williams Companies Inc Holding Summary

As of 2025-03-31, Evercore Wealth Management, LLC held 2.69 Mil shares of Williams Companies Inc(WMB), totaling $160.81 Mil. This investment constitutes 2.58% of their stock portfolio, and Evercore Wealth Management, LLC now holds 0.22% of the outstanding Williams Companies Inc(WMB) stock.

The initial trade took place in 2014Q1. And since then Evercore Wealth Management, LLC has made 19 purchases of WMB, at an average price of $24.65, for a total of 2.95 Mil shares. In addition, there have been 15 sales at an average price of $44.98 for 261,824.00 shares. Based on historical transaction data and WMB's current price of $62.81, Evercore Wealth Management, LLC's estimated gain on his WMB holdings is $108.00 Mil, reflecting a 148.37% gain to date.

Evercore Wealth Management, LLC WMB ($62.81) Holding Chart

Evercore Wealth Management, LLC WMB ($62.81) 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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