Cidel Asset Management’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 | $357K | Sell |
5,688
-466
| -8% | -$29.3K | 0.02% | 242 |
|
|
2025
Q1 | $368K | Sell |
6,154
-605
| -9% | -$36.2K | 0.02% | 221 |
|
|
2024
Q4 | $366K | Sell |
6,759
-353
| -5% | -$19.1K | 0.02% | 221 |
|
|
2024
Q3 | $325K | Hold |
7,112
| – | – | 0.02% | 243 |
|
|
2024
Q2 | $302K | Hold |
7,112
| – | – | 0.02% | 248 |
|
|
2024
Q1 | $277K | Hold |
7,112
| – | – | 0.02% | 264 |
|
|
2023
Q4 | $248K | Buy |
+7,112
| New | +$248K | 0.01% | 269 |
|