Ropes Wealth Advisors LLC
- SEC CIK
- 0001641652
- Latest filing
- Oct 19, 2023
WMB holding history
Williams Companies, Inc. in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WMB overviewAll 13F holders of WMBFull Q3 2023 holdings
- Shares (Q3 2023)
- 13,266
- Value
- $446.9K
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 13,266 | $446.9K | 0.1% | −72,094−84.5% | Reduced | Holders |
| Q2 2023 | 85,360 | $2.79M | 0.5% | +8,745+11.4% | Added | Holders |
| Q1 2023 | 76,615 | $2.29M | 0.4% | +281+0.4% | Added | Holders |
| Q4 2022 | 76,334 | $2.51M | 0.5% | +575+0.8% | Added | Holders |
| Q3 2022 | 75,759 | $2.17M | 0.5% | 00.0% | Unchanged | Holders |
| Q2 2022 | 75,759 | $2.36M | 0.5% | −1,225−1.6% | Reduced | Holders |
| Q1 2022 | 76,984 | $2.57M | 0.4% | +76,984 | New | Holders |