BerganKDV Wealth Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $947 | Hold |
29
| – | – | ﹤0.01% | 760 |
|
|
2023
Q1 | $866 | Sell |
29
-29
| -50% | -$866 | ﹤0.01% | 918 |
|
|
2022
Q4 | $1.91K | Buy |
58
+29
| +100% | +$954 | ﹤0.01% | 806 |
|
|
2022
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 940 |
|
|
2022
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 951 |
|
|
2022
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 973 |
|
|
2021
Q4 | $1K | Sell |
29
-75
| -72% | -$2.59K | ﹤0.01% | 1028 |
|
|
2021
Q3 | $3K | Sell |
104
-925
| -90% | -$26.7K | ﹤0.01% | 847 |
|
|
2021
Q2 | $27K | Sell |
1,029
-22
| -2% | -$577 | ﹤0.01% | 483 |
|
|
2021
Q1 | $25K | Hold |
1,051
| – | – | ﹤0.01% | 455 |
|
|
2020
Q4 | $21K | Sell |
1,051
-30
| -3% | -$599 | ﹤0.01% | 472 |
|
|
2020
Q3 | $21K | Hold |
1,081
| – | – | ﹤0.01% | 425 |
|
|
2020
Q2 | $21K | Buy |
1,081
+51
| +5% | +$991 | ﹤0.01% | 452 |
|
|
2020
Q1 | $15K | Buy |
1,030
+30
| +3% | +$437 | ﹤0.01% | 453 |
|
|
2019
Q4 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 426 |
|
|
2019
Q3 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 408 |
|
|
2019
Q2 | $28K | Hold |
1,000
| – | – | 0.01% | 387 |
|
|
2019
Q1 | $29K | Hold |
1,000
| – | – | 0.01% | 397 |
|
|
2018
Q4 | $22K | Hold |
1,000
| – | – | 0.01% | 393 |
|
|
2018
Q3 | $27K | Hold |
1,000
| – | – | 0.01% | 389 |
|
|
2018
Q2 | $27K | Buy |
+1,000
| New | +$27K | 0.01% | 387 |
|