Sit Investment Associates’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 | $18.9M | Sell |
300,446
-950
| -0.3% | -$59.7K | 0.4% | 58 |
|
|
2025
Q1 | $18M | Buy |
301,396
+25,286
| +9% | +$1.51M | 0.42% | 65 |
|
|
2024
Q4 | $14.9M | Buy |
276,110
+7,670
| +3% | +$415K | 0.34% | 74 |
|
|
2024
Q3 | $12.3M | Buy |
268,440
+16,855
| +7% | +$769K | 0.27% | 101 |
|
|
2024
Q2 | $10.7M | Sell |
251,585
-5,815
| -2% | -$247K | 0.25% | 119 |
|
|
2024
Q1 | $10M | Buy |
257,400
+87,730
| +52% | +$3.42M | 0.23% | 130 |
|
|
2023
Q4 | $5.91M | Sell |
169,670
-6,555
| -4% | -$228K | 0.14% | 190 |
|
|
2023
Q3 | $5.94M | Sell |
176,225
-20,090
| -10% | -$677K | 0.16% | 174 |
|
|
2023
Q2 | $6.41M | Sell |
196,315
-1,725
| -0.9% | -$56.3K | 0.17% | 166 |
|
|
2023
Q1 | $5.91M | Sell |
198,040
-147,390
| -43% | -$4.4M | 0.16% | 174 |
|
|
2022
Q4 | $11.4M | Sell |
345,430
-35,025
| -9% | -$1.15M | 0.32% | 95 |
|
|
2022
Q3 | $10.9M | Buy |
380,455
+46,505
| +14% | +$1.33M | 0.33% | 88 |
|
|
2022
Q2 | $10.4M | Buy |
+333,950
| New | +$10.4M | 0.32% | 89 |
|
|
2015
Q1 | – | Sell |
-2,850
| Closed | -$128K | – | 450 |
|
|
2014
Q4 | $128K | Buy |
+2,850
| New | +$128K | ﹤0.01% | 408 |
|