Berry Wealth Group’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
5,847
+618
| +12% | +$38.8K | 0.26% | 55 |
|
|
2025
Q1 | $312K | Sell |
5,229
-547
| -9% | -$32.7K | 0.24% | 59 |
|
|
2024
Q4 | $313K | Buy |
5,776
+77
| +1% | +$4.17K | 0.23% | 56 |
|
|
2024
Q3 | $260K | Sell |
5,699
-98
| -2% | -$4.47K | 0.19% | 73 |
|
|
2024
Q2 | $246K | Buy |
+5,797
| New | +$246K | 0.2% | 63 |
|