SGAM
Smith Group Asset Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $942K | Hold |
15,000
| – | – | 0.06% | 94 |
|
|
2025
Q1 | $896K | Hold |
15,000
| – | – | 0.07% | 89 |
|
|
2024
Q4 | $812K | Buy |
+15,000
| New | +$812K | 0.06% | 100 |
|
|
2015
Q4 | – | Sell |
-115,000
| Closed | -$4.24M | – | 513 |
|
|
2015
Q3 | $4.24M | Sell |
115,000
-9,900
| -8% | -$365K | 0.16% | 97 |
|
|
2015
Q2 | $7.17M | Buy |
+124,900
| New | +$7.17M | 0.24% | 93 |
|