Cidel Asset Management’s Williams Companies WMB Stock Holding History

Cidel Asset Management’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 Q2	$357K	Sell
2025 Q1	$368K	Sell
2024 Q4	$366K	Sell
2024 Q3	$325K	Hold
2024 Q2	$302K	Hold
2024 Q1	$277K	Hold
2023 Q4	$248K	Buy