Daymark Wealth Partners’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
$515K Buy
8,196
+2,643
+48% +$166K 0.02% 347
2025
Q1
$332K Buy
+5,553
New +$332K 0.01% 395