Empirical 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
Q2 | $16.1M | Sell |
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|
2025
Q1 | $16.2M | Sell |
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|
2024
Q4 | $19.8M | Sell |
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|
2024
Q3 | $18.1M | Sell |
|
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|
2024
Q2 | $15.2M | Sell |
|
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|
2024
Q1 | $16.5M | Sell |
|
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|
2023
Q4 | $21.3M | Buy |
|
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|
2023
Q3 | $12.5M | Sell |
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|
2023
Q2 | $23.5M | Sell |
|
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|
2023
Q1 | $26.4M | Buy |
|
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|
2022
Q4 | $25.8M | Buy |
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|
2022
Q3 | $24M | Buy |
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|
2022
Q2 | $23.1M | Sell |
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|
2022
Q1 | $23.7M | Buy |
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|
2021
Q4 | $22.6M | Buy |
|