Number of Shares
84,666.00
Current Holdings Value*
$5.06 Mil
% of Portfolio
1.97%
Total Estimate Gain
$3.15 Mil
% of Total Estimate Gain
72.16%

Signature Wealth Management Group's Williams Companies Inc Holding Summary

As of 2025-03-31, Signature Wealth Management Group held 84,666.00 shares of Williams Companies Inc(WMB), totaling $5.06 Mil. This investment constitutes 1.97% of their stock portfolio, and Signature Wealth Management Group now holds 0.01% of the outstanding Williams Companies Inc(WMB) stock.

The initial trade took place in 2018Q2. And since then Signature Wealth Management Group has made 4 purchases of WMB, at an average price of $30.52, for a total of 142,823.00 shares. In addition, there have been 11 sales at an average price of $45.82 for 58,157.00 shares. Based on historical transaction data and WMB's current price of $57.17, Signature Wealth Management Group's estimated gain on his WMB holdings is $3.15 Mil, reflecting a 72.16% gain to date.

Signature Wealth Management Group WMB ($57.17) Holding Chart

Signature Wealth Management Group WMB ($57.17) 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 %

Top Ranked Articles

  • 1