WMS Partners’s Root ROOT Stock Holding History

WMS Partners’s Portfolio ROOT Stock Details ROOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$1.54M	Buy
2022 Q3	–	Sell
2022 Q2	$206K	Buy