M.D. Sass, LLC WMB Holdings History

Number of Shares
980,392.00
Current Holdings Value*
$58.59 Mil
% of Portfolio
5.16%
Total Estimate Gain
$18.15 Mil
% of Total Estimate Gain
11.78%

M.D. Sass, LLC's Williams Companies Inc Holding Summary

As of 2025-03-31, M.D. Sass, LLC held 980,392.00 shares of Williams Companies Inc(WMB), totaling $58.59 Mil. This investment constitutes 5.16% of their stock portfolio, and M.D. Sass, LLC now holds 0.08% of the outstanding Williams Companies Inc(WMB) stock.

The initial trade took place in 2014Q1. And since then M.D. Sass, LLC has made 4 purchases of WMB, at an average price of $48.87, for a total of 3.15 Mil shares. In addition, there have been 4 sales at an average price of $52.50 for 2.17 Mil shares. Based on historical transaction data and WMB's current price of $59.35, M.D. Sass, LLC's estimated gain on his WMB holdings is $18.15 Mil, reflecting a 11.78% gain to date.

M.D. Sass, LLC WMB ($59.35) Holding Chart

M.D. Sass, LLC WMB ($59.35) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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