Davis Investment Partners’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$395K Hold
2025
Q2
$364K Hold
2025
Q1
$356K Buy
2024
Q4
$295K Hold
2024
Q3
$253K Hold
2024
Q2
$228K Hold
2024
Q1
$207K Buy