Ropes Wealth Advisors LLC WMB Holdings History
Ropes Wealth Advisors LLC's Williams Companies Inc Holding Summary
As of 2023-09-30, Ropes Wealth Advisors LLC held 13,266.00 shares of Williams Companies Inc(WMB), totaling $446,930.00. This investment constitutes 0.09% of their stock portfolio, and Ropes Wealth Advisors LLC now holds 0% of the outstanding Williams Companies Inc(WMB) stock.
The initial trade took place in 2018Q2. And since then Ropes Wealth Advisors LLC has made 8 purchases of WMB, at an average price of $29.78, for a total of 96,095.00 shares. In addition, there have been 5 sales at an average price of $32.89 for 82,829.00 shares. Based on historical transaction data and WMB's current price of $62.67, Ropes Wealth Advisors LLC's estimated gain on his WMB holdings is $694,097.34, reflecting a 24.25% gain to date.
Ropes Wealth Advisors LLC WMB ($62.67) Holding Chart
Ropes Wealth Advisors LLC WMB ($62.67) 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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