D.B. Root & Company’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 | $1.1M | Sell |
17,459
-334
| -2% | -$21K | 0.32% | 57 |
|
|
2025
Q1 | $1.06M | Sell |
17,793
-126
| -0.7% | -$7.53K | 0.34% | 53 |
|
|
2024
Q4 | $970K | Sell |
17,919
-545
| -3% | -$29.5K | 0.31% | 59 |
|
|
2024
Q3 | $843K | Sell |
18,464
-4,415
| -19% | -$202K | 0.28% | 68 |
|
|
2024
Q2 | $972K | Sell |
22,879
-16,706
| -42% | -$710K | 0.33% | 59 |
|
|
2024
Q1 | $1.54M | Sell |
39,585
-525
| -1% | -$20.5K | 0.52% | 42 |
|
|
2023
Q4 | $1.4M | Sell |
40,110
-569
| -1% | -$19.8K | 0.51% | 45 |
|
|
2023
Q3 | $1.37M | Buy |
40,679
+2,189
| +6% | +$73.7K | 0.53% | 43 |
|
|
2023
Q2 | $1.26M | Buy |
+38,490
| New | +$1.26M | 0.48% | 55 |
|