Number of Shares
23,312.00
Current Holdings Value*
$1.33 Mil
% of Portfolio
0.43%
Total Estimate Gain
$375,806.97
% of Total Estimate Gain
30.88%

LEGACY FINANCIAL GROUP, INC.'s Williams Companies Inc Holding Summary

As of 2025-03-31, LEGACY FINANCIAL GROUP, INC. held 23,312.00 shares of Williams Companies Inc(WMB), totaling $1.33 Mil. This investment constitutes 0.43% of their stock portfolio, and LEGACY FINANCIAL GROUP, INC. now holds 0% of the outstanding Williams Companies Inc(WMB) stock.

The initial trade took place in 2022Q4. And since then LEGACY FINANCIAL GROUP, INC. has made 1 purchases of WMB, at an average price of $42.35, for a total of 28,737.00 shares. In addition, there have been 8 sales at an average price of $38.60 for 5,425.00 shares. Based on historical transaction data and WMB's current price of $59.35, LEGACY FINANCIAL GROUP, INC.'s estimated gain on his WMB holdings is $375,806.97, reflecting a 30.88% gain to date.

LEGACY FINANCIAL GROUP, INC. WMB ($59.35) Holding Chart

LEGACY FINANCIAL GROUP, INC. 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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