Morgan Stanley’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 | $206K | Sell |
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|
2025
Q1 | $210K | Buy |
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|
2024
Q4 | $246K | Buy |
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|
2024
Q3 | $216K | Buy |
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|
2024
Q2 | $180K | Buy |
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|
2024
Q1 | $183K | Sell |
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|
2023
Q4 | $609K | Buy |
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|
2023
Q3 | $258K | Hold |
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|
2023
Q2 | $259K | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $845K | Buy |
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