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Lockerman Financial Group’s Williams Companies WMB Stock Holding History

Lockerman 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 		$259K Hold
4,123
– – 0.35% 105
2025
Q1 		$246K Sell
4,123
-109
-3% -$6.51K 0.37% 95
2024
Q4 		$229K Buy
+4,232
New +$229K 0.39% 91