Phillips Wealth Planners LLC WMB Holdings History
Phillips Wealth Planners LLC's Williams Companies Inc Holding Summary
As of 2025-06-30, Phillips Wealth Planners LLC held 27,329.00 shares of Williams Companies Inc(WMB), totaling $1.58 Mil. This investment constitutes 1.43% of their stock portfolio, and Phillips Wealth Planners LLC now holds 0% of the outstanding Williams Companies Inc(WMB) stock.
The initial trade took place in 2022Q4. And since then Phillips Wealth Planners LLC has made 4 purchases of WMB, at an average price of $34.50, for a total of 41,414.00 shares. In addition, there have been 6 sales at an average price of $47.69 for 14,085.00 shares. Based on historical transaction data and WMB's current price of $57.71, Phillips Wealth Planners LLC's estimated gain on his WMB holdings is $820,121.62, reflecting a 57.40% gain to date.
Phillips Wealth Planners LLC WMB ($57.71) Holding Chart
Phillips Wealth Planners LLC WMB ($57.71) 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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