SEI Investments’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 | $129M | Buy |
2,060,364
+252,459
| +14% | +$15.9M | 0.15% | 139 |
|
2025
Q1 | $108M | Buy |
1,807,905
+704,245
| +64% | +$42.1M | 0.14% | 149 |
|
2024
Q4 | $59.7M | Sell |
1,103,660
-29,025
| -3% | -$1.57M | 0.08% | 274 |
|
2024
Q3 | $51.7M | Buy |
1,132,685
+101,232
| +10% | +$4.62M | 0.07% | 312 |
|
2024
Q2 | $43.8M | Buy |
1,031,453
+94,604
| +10% | +$4.02M | 0.06% | 331 |
|
2024
Q1 | $36.5M | Buy |
936,849
+148,647
| +19% | +$5.79M | 0.05% | 387 |
|
2023
Q4 | $27.5M | Buy |
788,202
+171,415
| +28% | +$5.97M | 0.04% | 442 |
|
2023
Q3 | $20.8M | Buy |
616,787
+71,739
| +13% | +$2.42M | 0.04% | 515 |
|
2023
Q2 | $17.8M | Sell |
545,048
-50,166
| -8% | -$1.64M | 0.03% | 613 |
|
2023
Q1 | $17.8M | Buy |
595,214
+3,361
| +0.6% | +$100K | 0.03% | 582 |
|
2022
Q4 | $19.5M | Buy |
591,853
+29,474
| +5% | +$970K | 0.04% | 459 |
|
2022
Q3 | $16.1M | Buy |
562,379
+41,282
| +8% | +$1.18M | 0.04% | 548 |
|
2022
Q2 | $16.3M | Sell |
521,097
-76,607
| -13% | -$2.4M | 0.04% | 544 |
|
2022
Q1 | $20M | Sell |
597,704
-11,840
| -2% | -$397K | 0.04% | 481 |
|
2021
Q4 | $15.9M | Sell |
609,544
-16,119
| -3% | -$420K | 0.03% | 572 |
|
2021
Q3 | $16.3M | Sell |
625,663
-491,934
| -44% | -$12.8M | 0.03% | 529 |
|
2021
Q2 | $29.7M | Buy |
1,117,597
+214,812
| +24% | +$5.71M | 0.07% | 292 |
|
2021
Q1 | $21.3M | Buy |
902,785
+135,724
| +18% | +$3.21M | 0.05% | 360 |
|
2020
Q4 | $15.4M | Buy |
767,061
+100,254
| +15% | +$2.01M | 0.04% | 446 |
|
2020
Q3 | $13.1M | Buy |
666,807
+239,867
| +56% | +$4.72M | 0.04% | 437 |
|
2020
Q2 | $8.13M | Buy |
426,940
+263,176
| +161% | +$5.01M | 0.03% | 641 |
|
2020
Q1 | $2.29M | Sell |
163,764
-333,946
| -67% | -$4.67M | 0.01% | 1087 |
|
2019
Q4 | $11.9M | Sell |
497,710
-143,163
| -22% | -$3.41M | 0.04% | 503 |
|
2019
Q3 | $15.5M | Buy |
640,873
+169,277
| +36% | +$4.09M | 0.04% | 417 |
|
2019
Q2 | $13.2M | Buy |
471,596
+108,660
| +30% | +$3.05M | 0.04% | 453 |
|
2019
Q1 | $10.4M | Sell |
362,936
-2,374
| -0.6% | -$68.2K | 0.04% | 528 |
|
2018
Q4 | $9.85M | Buy |
365,310
+477
| +0.1% | +$12.9K | 0.04% | 553 |
|
2018
Q3 | $9.93M | Sell |
364,833
-85,460
| -19% | -$2.33M | 0.04% | 524 |
|
2018
Q2 | $12.2M | Buy |
450,293
+104,836
| +30% | +$2.84M | 0.04% | 476 |
|
2018
Q1 | $8.59M | Sell |
345,457
-16,490
| -5% | -$410K | 0.03% | 575 |
|
2017
Q4 | $11M | Buy |
361,947
+18,165
| +5% | +$554K | 0.04% | 575 |
|
2017
Q3 | $10.3M | Buy |
343,782
+6,222
| +2% | +$187K | 0.04% | 584 |
|
2017
Q2 | $10.2M | Sell |
337,560
-178,590
| -35% | -$5.41M | 0.04% | 538 |
|
2017
Q1 | $15.3M | Buy |
516,150
+136,406
| +36% | +$4.04M | 0.07% | 356 |
|
2016
Q4 | $11.8M | Buy |
379,744
+67,007
| +21% | +$2.09M | 0.06% | 427 |
|
2016
Q3 | $9.61M | Buy |
312,737
+162,901
| +109% | +$5.01M | 0.05% | 465 |
|
2016
Q2 | $3.24M | Sell |
149,836
-7,317
| -5% | -$158K | 0.02% | 811 |
|
2016
Q1 | $2.53M | Sell |
157,153
-32,027
| -17% | -$515K | 0.02% | 878 |
|
2015
Q4 | $4.86M | Sell |
189,180
-16,113
| -8% | -$414K | 0.03% | 668 |
|
2015
Q3 | $7.57M | Sell |
205,293
-70,031
| -25% | -$2.58M | 0.07% | 331 |
|
2015
Q2 | $15.8M | Sell |
275,324
-17,537
| -6% | -$1.01M | 0.14% | 172 |
|
2015
Q1 | $14.8M | Sell |
292,861
-42,290
| -13% | -$2.14M | 0.13% | 191 |
|
2014
Q4 | $15.1M | Buy |
+335,151
| New | +$15.1M | 0.13% | 196 |
|