Belpointe 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 | $234K | Sell |
3,727
-269
| -7% | -$16.9K | 0.01% | 829 |
|
|
2025
Q1 | $239K | Sell |
3,996
-952
| -19% | -$56.9K | 0.01% | 795 |
|
|
2024
Q4 | $226K | Sell |
4,948
-220
| -4% | -$10.1K | 0.01% | 767 |
|
|
2024
Q3 | $236K | Sell |
5,168
-110
| -2% | -$5.02K | 0.01% | 745 |
|
|
2024
Q2 | $224K | Buy |
+5,278
| New | +$224K | 0.02% | 683 |
|
|
2023
Q2 | – | Sell |
-6,994
| Closed | -$209K | – | 3376 |
|
|
2023
Q1 | $209K | Sell |
6,994
-2,253
| -24% | -$67.3K | 0.01% | 913 |
|
|
2022
Q4 | $304K | Sell |
9,247
-1,936
| -17% | -$63.7K | 0.02% | 726 |
|
|
2022
Q3 | $321K | Buy |
11,183
+1,014
| +10% | +$29.1K | 0.02% | 664 |
|
|
2022
Q2 | $318K | Buy |
10,169
+555
| +6% | +$17.4K | 0.02% | 655 |
|
|
2022
Q1 | $322K | Buy |
9,614
+677
| +8% | +$22.7K | 0.02% | 700 |
|
|
2021
Q4 | $233K | Sell |
8,937
-1,835
| -17% | -$47.8K | 0.01% | 836 |
|
|
2021
Q3 | $280K | Buy |
10,772
+455
| +4% | +$11.8K | 0.02% | 717 |
|
|
2021
Q2 | $274K | Sell |
10,317
-596
| -5% | -$15.8K | 0.02% | 711 |
|
|
2021
Q1 | $259K | Sell |
10,913
-3,029
| -22% | -$71.9K | 0.02% | 650 |
|
|
2020
Q4 | $280K | Buy |
13,942
+2,017
| +17% | +$40.5K | 0.03% | 576 |
|
|
2020
Q3 | $234K | Buy |
11,925
+1,228
| +11% | +$24.1K | 0.03% | 512 |
|
|
2020
Q2 | $204K | Buy |
10,697
+486
| +5% | +$9.27K | 0.03% | 521 |
|
|
2020
Q1 | $144K | Buy |
10,211
+1,173
| +13% | +$16.5K | 0.03% | 511 |
|
|
2019
Q4 | $215K | Buy |
+9,038
| New | +$215K | 0.03% | 517 |
|
|
2019
Q2 | – | Sell |
-3,530
| Closed | -$101K | – | 663 |
|
|
2019
Q1 | $101K | Buy |
+3,530
| New | +$101K | 0.02% | 447 |
|