Belpointe Asset Management’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
|
|||||
|
2025
Q1 | $226K | Buy |
|
|||||
|
2024
Q4 | $225K | Sell |
|
|||||
|
2024
Q3 | $230K | Buy |
|
|||||
|
2024
Q2 | $218K | Buy |
|
|||||
|
2024
Q1 | $234K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $150K | Buy |
|
|||||
|
2022
Q4 | $147K | Buy |
|
|||||
|
2022
Q3 | $153K | Buy |
|
|||||
|
2022
Q2 | $186K | Sell |
|
|||||
|
2022
Q1 | $245K | Buy |
|
|||||
|
2021
Q4 | $148K | Buy |
|
|||||
|
2021
Q3 | $140K | Buy |
|
|||||
|
2021
Q2 | $138K | Buy |
|