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Berger Financial Group’s Williams Companies WMB Stock Holding History

Berger Financial Group’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$716K Buy
11,392
+236
+2% +$14.8K 0.05% 222
2025
Q1 		$667K Buy
11,156
+670
+6% +$40K 0.05% 223
2024
Q4 		$568K Hold
10,486
– – 0.04% 239
2024
Q3 		$479K Buy
+10,486
New +$479K 0.03% 238