Castleview Partners’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 | $277K | Sell |
4,407
-85
| -2% | -$5.34K | 0.18% | 139 |
|
|
2025
Q1 | $268K | Buy |
4,492
+183
| +4% | +$10.9K | 0.18% | 138 |
|
|
2024
Q4 | $241K | Sell |
4,309
-122
| -3% | -$6.82K | 0.13% | 170 |
|
|
2024
Q3 | $202K | Sell |
4,431
-134
| -3% | -$6.12K | 0.12% | 170 |
|
|
2024
Q2 | $194K | Buy |
+4,565
| New | +$194K | 0.11% | 177 |
|
|
2023
Q3 | – | Sell |
-204
| Closed | -$6.67K | – | 772 |
|
|
2023
Q2 | $6.67K | Buy |
204
+2
| +1% | +$65 | 0.01% | 473 |
|
|
2023
Q1 | $6.02K | Buy |
202
+4
| +2% | +$119 | 0.01% | 478 |
|
|
2022
Q4 | $6.53K | Buy |
+198
| New | +$6.53K | 0.01% | 421 |
|