PUREfi Wealth, LLC WMB Holdings History
Number of Shares
9,056.00
Current Holdings Value*
$541,190.00
% of Portfolio
0.54%
Total Estimate Gain
$19,108.16
% of Total Estimate Gain
3.69%
PUREfi Wealth, LLC's Williams Companies Inc Holding Summary
As of 2025-03-31, PUREfi Wealth, LLC held 9,056.00 shares of Williams Companies Inc(WMB), totaling $541,190.00. This investment constitutes 0.54% of their stock portfolio, and PUREfi Wealth, LLC now holds 0% of the outstanding Williams Companies Inc(WMB) stock.
The initial trade took place in 2025Q1. And since then PUREfi Wealth, LLC has made 1 purchases of WMB, at an average price of $57.24, for a total of 9,056.00 shares. Based on historical transaction data and WMB's current price of $59.35, PUREfi Wealth, LLC's estimated gain on his WMB holdings is $19,108.16, reflecting a 3.69% gain to date.
PUREfi Wealth, LLC WMB ($59.35) Holding Chart
PUREfi Wealth, 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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