Mercer Global Advisors’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 | $10.6M | Buy |
169,110
+3,671
| +2% | +$231K | 0.02% | 353 |
|
|
2025
Q1 | $9.89M | Sell |
165,439
-21,265
| -11% | -$1.27M | 0.02% | 365 |
|
|
2024
Q4 | $10.1M | Sell |
186,704
-25,680
| -12% | -$1.39M | 0.02% | 353 |
|
|
2024
Q3 | $9.84M | Buy |
212,384
+96,934
| +84% | +$4.49M | 0.02% | 327 |
|
|
2024
Q2 | $4.91M | Buy |
115,450
+6,413
| +6% | +$273K | 0.01% | 460 |
|
|
2024
Q1 | $4.25M | Buy |
109,037
+6,507
| +6% | +$254K | 0.01% | 507 |
|
|
2023
Q4 | $3.57M | Sell |
102,530
-5,324
| -5% | -$185K | 0.01% | 558 |
|
|
2023
Q3 | $3.63M | Sell |
107,854
-33,562
| -24% | -$1.13M | 0.01% | 518 |
|
|
2023
Q2 | $4.61M | Buy |
141,416
+30,533
| +28% | +$996K | 0.02% | 473 |
|
|
2023
Q1 | $3.31M | Buy |
110,883
+2,405
| +2% | +$71.8K | 0.02% | 540 |
|
|
2022
Q4 | $3.57M | Buy |
108,478
+2,764
| +3% | +$90.9K | 0.02% | 518 |
|
|
2022
Q3 | $3.03M | Buy |
105,714
+17,896
| +20% | +$512K | 0.02% | 525 |
|
|
2022
Q2 | $2.74M | Buy |
87,818
+6,146
| +8% | +$192K | 0.02% | 532 |
|
|
2022
Q1 | $2.73M | Buy |
81,672
+24,817
| +44% | +$829K | 0.02% | 557 |
|
|
2021
Q4 | $1.48M | Buy |
56,855
+14,051
| +33% | +$366K | 0.01% | 725 |
|
|
2021
Q3 | $1.11M | Buy |
42,804
+1,987
| +5% | +$51.5K | 0.01% | 813 |
|
|
2021
Q2 | $1.08M | Buy |
40,817
+5,981
| +17% | +$159K | 0.01% | 800 |
|
|
2021
Q1 | $825K | Buy |
34,836
+16,581
| +91% | +$393K | 0.01% | 865 |
|
|
2020
Q4 | $366K | Sell |
18,255
-2,654
| -13% | -$53.2K | ﹤0.01% | 992 |
|
|
2020
Q3 | $411K | Buy |
20,909
+349
| +2% | +$6.86K | 0.01% | 848 |
|
|
2020
Q2 | $391K | Sell |
20,560
-1,104
| -5% | -$21K | 0.01% | 764 |
|
|
2020
Q1 | $307K | Sell |
21,664
-9,656
| -31% | -$137K | 0.01% | 801 |
|
|
2019
Q4 | $743K | Buy |
31,320
+4,520
| +17% | +$107K | 0.01% | 600 |
|
|
2019
Q3 | $644K | Sell |
26,800
-1,452
| -5% | -$34.9K | 0.02% | 610 |
|
|
2019
Q2 | $792K | Buy |
28,252
+3,710
| +15% | +$104K | 0.02% | 523 |
|
|
2019
Q1 | $705K | Buy |
+24,542
| New | +$705K | 0.03% | 517 |
|