Williamson Legacy Group’s DT Midstream DTM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.99M	Buy	18,142 +1,274	+8%	+$140K	1.68%	12
2025 Q1	$1.63M	Buy	16,868 +12,684	+303%	+$1.22M	1.55%	15
2024 Q4	$416K	Buy	+4,184	New	+$416K	0.28%	90