Sit Investment Associates’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.3M	Sell	389,469 -28,010	-7%	-$1.94M	0.58%	43
2025 Q4	$25.1M	Buy	417,479 +58,193	+16%	+$3.52M	0.49%	49
2025 Q3	$22.8M	Buy	359,286 +58,840	+20%	+$3.45M	0.46%	52
2025 Q2	$18.9M	Sell	300,446 -950	-0.3%	-$56.1K	0.4%	58
2025 Q1	$18M	Buy	301,396 +25,286	+9%	+$1.45M	0.42%	65
2024 Q4	$14.9M	Buy	276,110 +7,670	+3%	+$413K	0.34%	74
2024 Q3	$12.3M	Buy	268,440 +16,855	+7%	+$741K	0.27%	101
2024 Q2	$10.7M	Sell	251,585 -5,815	-2%	-$233K	0.25%	119
2024 Q1	$10M	Buy	257,400 +87,730	+52%	+$3.12M	0.23%	130
2023 Q4	$5.91M	Sell	169,670 -6,555	-4%	-$230K	0.14%	190
2023 Q3	$5.94M	Sell	176,225 -20,090	-10%	-$686K	0.16%	174
2023 Q2	$6.41M	Sell	196,315 -1,725	-0.9%	-$51.8K	0.17%	166
2023 Q1	$5.91M	Sell	198,040 -147,390	-43%	-$4.55M	0.16%	174
2022 Q4	$11.4M	Sell	345,430 -35,025	-9%	-$1.14M	0.32%	95
2022 Q3	$10.9M	Buy	380,455 +46,505	+14%	+$1.52M	0.33%	88
2022 Q2	$10.4M	Buy	+333,950	New	+$11.5M	0.32%	89
2015 Q1	–	Sell	-2,850	Closed	-$128K	–	450
2014 Q4	$128K	Buy	+2,850	New	+$146K	﹤0.01%	408