FirstPurpose Wealth LLC
- SEC CIK
- 0001913420
- Latest filing
- Apr 23, 2024
WMB holding history
Williams Companies, Inc. in every 13F filed by FirstPurpose Wealth 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 Q1 2024 holdings
- Shares (Q1 2024)
- 9,749
- Value
- $379.0K
- % of portfolio
- 0.1%
- Quarters held
- 9
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 9,749 | $379.0K | 0.1% | −599−5.8% | Reduced | Holders |
| Q4 2023 | 10,348 | $360.4K | 0.1% | +465+4.7% | Added | Holders |
| Q3 2023 | 9,883 | $333.0K | 0.1% | +112+1.1% | Added | Holders |
| Q2 2023 | 9,771 | $318.8K | 0.1% | +1,043+12.0% | Added | Holders |
| Q1 2023 | 8,728 | $260.6K | 0.1% | +1,329+18.0% | Added | Holders |
| Q4 2022 | 7,399 | $243.4K | 0.1% | −795−9.7% | Reduced | Holders |
| Q3 2022 | 8,194 | $235.0K | 0.2% | +1,467+21.8% | Added | Holders |
| Q2 2022 | 6,727 | $210.0K | 0.1% | +412+6.5% | Added | Holders |
| Q1 2022 | 6,315 | $211.0K | 0.2% | +6,315 | New | Holders |