Castleview Partners’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $289K | Buy |
|
|||||
|
2025
Q3 | $271K | Sell |
|
|||||
|
2025
Q2 | $277K | Sell |
|
|||||
|
2025
Q1 | $268K | Buy |
|
|||||
|
2024
Q4 | $241K | Sell |
|
|||||
|
2024
Q3 | $202K | Sell |
|
|||||
|
2024
Q2 | $194K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $6.67K | Buy |
|
|||||
|
2023
Q1 | $6.02K | Buy |
|
|||||
|
2022
Q4 | $6.53K | Buy |
|