AE Wealth Management’s Belpointe PREP OZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $210K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $254K | Hold |
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|
2024
Q3 | $226K | Sell |
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|
2024
Q2 | $435K | Buy |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $4.51M | Sell |
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|
2023
Q3 | $7.1M | Sell |
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|
2023
Q2 | $7.76M | Sell |
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|
2023
Q1 | $9.83M | Sell |
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|
2022
Q4 | $12.8M | Buy |
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|
2022
Q3 | $10.7M | Buy |
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|
2022
Q2 | $11.4M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $10.5M | Buy |
|