Belpointe Asset Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
|
|||||
|
2025
Q1 | $239K | Sell |
|
|||||
|
2024
Q4 | $226K | Sell |
|
|||||
|
2024
Q3 | $236K | Sell |
|
|||||
|
2024
Q2 | $224K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $209K | Sell |
|
|||||
|
2022
Q4 | $304K | Sell |
|
|||||
|
2022
Q3 | $321K | Buy |
|
|||||
|
2022
Q2 | $318K | Buy |
|
|||||
|
2022
Q1 | $322K | Buy |
|
|||||
|
2021
Q4 | $233K | Sell |
|
|||||
|
2021
Q3 | $280K | Buy |
|
|||||
|
2021
Q2 | $274K | Sell |
|
|||||
|
2021
Q1 | $259K | Sell |
|
|||||
|
2020
Q4 | $280K | Buy |
|
|||||
|
2020
Q3 | $234K | Buy |
|
|||||
|
2020
Q2 | $204K | Buy |
|
|||||
|
2020
Q1 | $144K | Buy |
|
|||||
|
2019
Q4 | $215K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $101K | Buy |
|