Belpointe Asset Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
|
|||||
|
2025
Q1 | $358K | Sell |
|
|||||
|
2024
Q4 | $348K | Sell |
|
|||||
|
2024
Q3 | $383K | Buy |
|
|||||
|
2024
Q2 | $250K | Buy |
|
|||||
|
2024
Q1 | $269K | Buy |
|
|||||
|
2023
Q4 | $255K | Sell |
|
|||||
|
2023
Q3 | $240K | Sell |
|
|||||
|
2023
Q2 | $226K | Sell |
|
|||||
|
2023
Q1 | $288K | Buy |
|
|||||
|
2022
Q4 | $261K | Buy |
|
|||||
|
2022
Q3 | $205K | Buy |
|
|||||
|
2022
Q2 | $170K | Buy |
|
|||||
|
2022
Q1 | $178K | Buy |
|
|||||
|
2021
Q4 | $199K | Sell |
|
|||||
|
2021
Q3 | $165K | Buy |
|
|||||
|
2021
Q2 | $128K | Buy |
|