Belpointe Asset 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
Q2 | $19.7M | Buy |
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|
2025
Q1 | $19.8M | Buy |
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|
2024
Q4 | $19.2M | Hold |
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|
2024
Q3 | $20.6M | Buy |
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|
2024
Q2 | $16.5M | Buy |
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|
2024
Q1 | $17.2M | Buy |
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|
2023
Q4 | $15.3M | Buy |
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|
2023
Q3 | $16.7M | Sell |
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|
2023
Q2 | $20.9M | Buy |
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|
2023
Q1 | $20.9M | Sell |
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|
2022
Q4 | $23.8M | Buy |
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|
2022
Q3 | $20M | Buy |
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|
2022
Q2 | $10.4M | Sell |
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|
2022
Q1 | $13.1M | Buy |
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|
2021
Q4 | $11.2M | Buy |
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