Roosevelt Investment Group’s Williams Companies WMB Stock Holding History

Roosevelt Investment Group’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
2022 Q3	$1.79M	Buy
2022 Q2	$1.89M	Hold
2022 Q1	$2.02M	Hold
2021 Q4	$1.57M	Buy
2021 Q3	$1.56M	Hold
2021 Q2	$1.59M	Buy
2021 Q1	$1.32M	Hold
2020 Q4	$1.12M	Buy
2020 Q3	$751K	Buy