BerganKDV Wealth Management’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$947	Hold	29	–	–	﹤0.01%	760
2023 Q1	$866	Sell	29 -29	-50%	-$896	﹤0.01%	918
2022 Q4	$1.91K	Buy	58 +29	+100%	+$944	﹤0.01%	806
2022 Q3	$1K	Hold	29	–	–	﹤0.01%	941
2022 Q2	$1K	Hold	29	–	–	﹤0.01%	951
2022 Q1	$1K	Hold	29	–	–	﹤0.01%	973
2021 Q4	$1K	Sell	29 -75	-72%	-$2.07K	﹤0.01%	1028
2021 Q3	$3K	Sell	104 -925	-90%	-$23.3K	﹤0.01%	847
2021 Q2	$27K	Sell	1,029 -22	-2%	-$563	﹤0.01%	483
2021 Q1	$25K	Hold	1,051	–	–	﹤0.01%	455
2020 Q4	$21K	Sell	1,051 -30	-3%	-$608	﹤0.01%	472
2020 Q3	$21K	Hold	1,081	–	–	﹤0.01%	425
2020 Q2	$21K	Buy	1,081 +51	+5%	+$949	﹤0.01%	452
2020 Q1	$15K	Buy	1,030 +30	+3%	+$581	﹤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	+$26.4K	0.01%	387