Epoch Investment Partners’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-290,088	Closed	-$18.2M	–	292
2025 Q2	$18.2M	Sell	290,088 -709,289	-71%	-$41.9M	0.09%	184
2025 Q1	$59.7M	Sell	999,377 -482,207	-33%	-$27.6M	0.31%	128
2024 Q4	$80.2M	Sell	1,481,584 -36,420	-2%	-$1.96M	0.39%	88
2024 Q3	$69.3M	Sell	1,518,004 -47,274	-3%	-$2.08M	0.31%	125
2024 Q2	$66.5M	Sell	1,565,278 -69,108	-4%	-$2.77M	0.3%	115
2024 Q1	$63.7M	Buy	1,634,386 +7,314	+0.4%	+$260K	0.28%	127
2023 Q4	$56.7M	Sell	1,627,072 -84,966	-5%	-$2.98M	0.26%	151
2023 Q3	$57.7M	Buy	1,712,038 +1,275,872	+293%	+$43.5M	0.37%	92
2023 Q2	$14.2M	Buy	436,166 +405,301	+1,313%	+$12.2M	0.08%	226
2023 Q1	$922K	Sell	30,865 -26	-0.1%	-$803	0.01%	361
2022 Q4	$1.02M	Hold	30,891	–	–	0.01%	346
2022 Q3	$884K	Buy	30,891 +3,405	+12%	+$111K	0.01%	352
2022 Q2	$858K	Hold	27,486	–	–	0.01%	363
2022 Q1	$918K	Buy	+27,486	New	+$840K	﹤0.01%	372