Bank of America’s Belpointe PREP OZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $97.8K | Sell |
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|
2025
Q3 | $160K | Sell |
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|
2025
Q2 | $189K | Sell |
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|
2025
Q1 | $193K | Buy |
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|
2024
Q4 | $229K | Buy |
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|
2024
Q3 | $138 | Sell |
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|
2024
Q2 | $4.05K | Sell |
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|
2024
Q1 | $46.8K | Sell |
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|
2023
Q4 | $147K | Buy |
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|
2023
Q3 | $117K | Buy |
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|
2023
Q2 | $73.7K | Buy |
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|
2023
Q1 | $188 | Hold |
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|
2022
Q4 | $200 | Sell |
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|
2022
Q3 | $0 | Buy |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Sell |
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|
2021
Q4 | $0 | Buy |
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