Jacobsen Capital Management’s Williams Companies WMB Stock Holding History

Jacobsen Capital Management’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 Q3	$377K	Buy
2025 Q2	$373K	Buy
2025 Q1	$351K	Buy
2024 Q4	$317K	Sell
2024 Q3	$270K	Buy
2024 Q2	$251K	Buy
2024 Q1	$229K	Buy
2023 Q4	$205K	Buy