D.B. Root & Company’s Williams Companies WMB Stock Holding History

D.B. Root & Company’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.1M	Sell
2025 Q1	$1.06M	Sell
2024 Q4	$970K	Sell
2024 Q3	$843K	Sell
2024 Q2	$972K	Sell
2024 Q1	$1.54M	Sell
2023 Q4	$1.4M	Sell
2023 Q3	$1.37M	Buy
2023 Q2	$1.26M	Buy