MWAC
Mariner Wealth Advisors (Cincinnati)’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $3.51M | Buy |
129,145
+91,912
| +247% | +$2.5M | 0.19% | 86 |
|
|
2018
Q2 | $1.01M | Buy |
37,233
+4,895
| +15% | +$133K | 0.06% | 134 |
|
|
2018
Q1 | $804K | Buy |
32,338
+11,075
| +52% | +$275K | 0.05% | 142 |
|
|
2017
Q4 | $648K | Buy |
+21,263
| New | +$648K | 0.04% | 152 |
|
|
2015
Q1 | $693K | Sell |
13,700
-71
| -0.5% | -$3.59K | 0.1% | 90 |
|
|
2014
Q4 | $619K | Buy |
13,771
+2,293
| +20% | +$103K | 0.09% | 97 |
|
|
2014
Q3 | $635K | Buy |
11,478
+178
| +2% | +$9.85K | 0.1% | 82 |
|
|
2014
Q2 | $658K | Sell |
11,300
-4,510
| -29% | -$263K | 0.1% | 76 |
|
|
2014
Q1 | $642K | Sell |
15,810
-69,859
| -82% | -$2.84M | 0.1% | 77 |
|
|
2013
Q4 | $3.3M | Buy |
85,669
+66,210
| +340% | +$2.55M | 0.54% | 47 |
|
|
2013
Q3 | $708K | Buy |
19,459
+11,260
| +137% | +$410K | 0.13% | 73 |
|
|
2013
Q2 | $266K | Buy |
+8,199
| New | +$266K | 0.05% | 108 |
|