AWM
OZ icon

Abound Wealth Management’s Belpointe PREP OZ Stock Holding History

Abound Wealth Management’s Portfolio OZ Stock Details OZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$165K Hold
3,645
– – 0.03% 112
2026
Q1 		$194K Hold
3,645
– – 0.04% 96
2025
Q4 		$237K Hold
3,645
– – 0.06% 78
2025
Q3 		$233K Hold
3,645
– – 0.06% 73
2025
Q2 		$233K Hold
3,645
– – 0.07% 67
2025
Q1 		$235K Buy
+3,645
New +$234K 0.08% 62

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SSWM
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AWM
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EB
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