M.D. Sass LLC’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
$75.6M Buy
2025
Q2
$64.4M Buy
2025
Q1
$58.6M Buy
2015
Q3
Sell
2015
Q2
$6.66M Sell
2015
Q1
$89.9M Buy
2014
Q4
$62M Buy
2014
Q3
$40.1M Sell
2014
Q2
$65.2M Buy
2014
Q1
$40.3M Sell
2013
Q4
$38.6M Buy
2013
Q3
$26.9M Sell
2013
Q2
$24.2M Buy