Mariner Wealth Advisors (Cincinnati)’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $3.51M | Buy |
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|
2018
Q2 | $1.01M | Buy |
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|
2018
Q1 | $804K | Buy |
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|
2017
Q4 | $648K | Buy |
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|
2015
Q1 | $693K | Sell |
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|
2014
Q4 | $619K | Buy |
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|
2014
Q3 | $635K | Buy |
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|
2014
Q2 | $658K | Sell |
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|
2014
Q1 | $642K | Sell |
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|
2013
Q4 | $3.3M | Buy |
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|
2013
Q3 | $708K | Buy |
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|
2013
Q2 | $266K | Buy |
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