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Belpointe Asset Management’s Brunswick BC Stock Holding History

Belpointe Asset Management’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$298K Sell
4,094
-392
-9% -$31.6K 0.01% 869
2025
Q4 		$333K Sell
4,486
-1,340
-23% -$90.8K 0.01% 796
2025
Q3 		$368K Buy
5,826
+1,131
+24% +$70.2K 0.01% 728
2025
Q2 		$259K Buy
4,695
+329
+8% +$16.6K 0.01% 800
2025
Q1 		$235K Sell
4,366
-87
-2% -$5.45K 0.01% 797
2024
Q4 		$352K Sell
4,453
-45
-1% -$3.53K 0.02% 602
2024
Q3 		$377K Buy
+4,498
New +$349K 0.02% 582
2024
Q2 		– Sell
-2,209
Closed -$213K – 854
2024
Q1 		$213K Buy
+2,209
New +$194K 0.02% 722
2023
Q2 		– Sell
-2,567
Closed -$210K – 848
2023
Q1 		$210K Buy
2,567
+623
+32% +$51.5K 0.01% 909
2022
Q4 		$140K Buy
+1,944
New +$138K 0.01% 1058

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VPM
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VCM
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return