Fountainhead AM’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
Q3 | $3.99M | Sell |
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|
2025
Q2 | $4M | Buy |
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|
2025
Q1 | $3.84M | Buy |
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|
2024
Q4 | $4.01M | Buy |
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|
2024
Q3 | $3.19M | Buy |
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|
2024
Q2 | $2.43M | Buy |
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|
2024
Q1 | $2.48M | Buy |
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|
2023
Q4 | $2.16M | Buy |
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|
2023
Q3 | $2.03M | Hold |
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|
2023
Q2 | $2.04M | Sell |
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|
2023
Q1 | $2.29M | Hold |
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|
2022
Q4 | $2.44M | Hold |
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|
2022
Q3 | $2.06M | Buy |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.09M | Buy |
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