Epoch Investment Partners’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.2M Sell
290,088
-709,289
-71% -$44.6M 0.09% 184
2025
Q1
$59.7M Sell
999,377
-482,207
-33% -$28.8M 0.31% 128
2024
Q4
$80.2M Sell
1,481,584
-36,420
-2% -$1.97M 0.39% 88
2024
Q3
$69.3M Sell
1,518,004
-47,274
-3% -$2.16M 0.31% 125
2024
Q2
$66.5M Sell
1,565,278
-69,108
-4% -$2.94M 0.3% 115
2024
Q1
$63.7M Buy
1,634,386
+7,314
+0.4% +$285K 0.28% 127
2023
Q4
$56.7M Sell
1,627,072
-84,966
-5% -$2.96M 0.26% 151
2023
Q3
$57.7M Buy
1,712,038
+1,275,872
+293% +$43M 0.37% 92
2023
Q2
$14.2M Buy
436,166
+405,301
+1,313% +$13.2M 0.08% 226
2023
Q1
$922K Sell
30,865
-26
-0.1% -$776 0.01% 361
2022
Q4
$1.02M Hold
30,891
0.01% 346
2022
Q3
$884K Buy
30,891
+3,405
+12% +$97.4K 0.01% 352
2022
Q2
$858K Hold
27,486
0.01% 363
2022
Q1
$918K Buy
+27,486
New +$918K ﹤0.01% 372