Castleview Partners’s Williams Companies WMB Stock Holding History

Castleview Partners’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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