SPIRIT OF AMERICA LARGE CAP VALUE FUND WMB Holdings History

Number of Shares

37,250.00

$2.23 Mil

% of Portfolio

1.26%

Total Estimate Gain

$1.72 Mil

% of Total Estimate Gain

103.55%

SPIRIT OF AMERICA LARGE CAP VALUE FUND's Williams Companies Inc Holding Summary

As of 2025-03-31, SPIRIT OF AMERICA INVESTMENT FUND INC held 37,250.00 shares of Williams Companies Inc(WMB), totaling $2.23 Mil. This investment constitutes 1.26% of their stock portfolio, and SPIRIT OF AMERICA INVESTMENT FUND INC now holds 0% of the outstanding Williams Companies Inc(WMB) stock.

The initial trade took place in 2021Q2. And since then SPIRIT OF AMERICA LARGE CAP VALUE FUND has made 4 purchases of WMB, at an average price of $28.63, for a total of 58,000.00 shares. In addition, there have been 4 sales at an average price of $53.96 for 20,750.00 shares. Based on historical transaction data and WMB's current price of $60.69, SPIRIT OF AMERICA LARGE CAP VALUE FUND's estimated gain on his WMB holdings is $1.72 Mil, reflecting a 103.55% gain to date.

SPIRIT OF AMERICA LARGE CAP VALUE FUND WMB ($60.69) Holding Chart

SPIRIT OF AMERICA LARGE CAP VALUE FUND WMB ($60.69) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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