Morgan Stanley’s Belpointe PREP OZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
3,223
-30
| -0.9% | -$1.92K | ﹤0.01% | 5838 |
|
|
2025
Q1 | $210K | Buy |
3,253
+70
| +2% | +$4.52K | ﹤0.01% | 5710 |
|
|
2024
Q4 | $246K | Buy |
3,183
+50
| +2% | +$3.87K | ﹤0.01% | 5712 |
|
|
2024
Q3 | $216K | Buy |
3,133
+22
| +0.7% | +$1.52K | ﹤0.01% | 5727 |
|
|
2024
Q2 | $180K | Buy |
3,111
+100
| +3% | +$5.79K | ﹤0.01% | 5730 |
|
|
2024
Q1 | $183K | Sell |
3,011
-4,867
| -62% | -$296K | ﹤0.01% | 5766 |
|
|
2023
Q4 | $609K | Buy |
7,878
+4,867
| +162% | +$376K | ﹤0.01% | 5543 |
|
|
2023
Q3 | $258K | Hold |
3,011
| – | – | ﹤0.01% | 5468 |
|
|
2023
Q2 | $259K | Sell |
3,011
-8,135
| -73% | -$700K | ﹤0.01% | 5524 |
|
|
2023
Q1 | $1.05M | Sell |
11,146
-4,644
| -29% | -$436K | ﹤0.01% | 4831 |
|
|
2022
Q4 | $1.58M | Buy |
15,790
+5,790
| +58% | +$579K | ﹤0.01% | 4602 |
|
|
2022
Q3 | $845K | Buy |
+10,000
| New | +$845K | ﹤0.01% | 4975 |
|