Outlook Wealth Advisors’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 | $320K | Hold |
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|
2025
Q1 | $322K | Hold |
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|
2024
Q4 | $387K | Hold |
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|
2024
Q3 | $345K | Hold |
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|
2024
Q2 | $560K | Hold |
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|
2024
Q1 | $304K | Hold |
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|
2023
Q4 | $386K | Hold |
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|
2023
Q3 | $428K | Hold |
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|
2023
Q2 | $430K | Hold |
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|
2023
Q1 | $469K | Hold |
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|
2022
Q4 | $500K | Hold |
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|
2022
Q3 | $422K | Hold |
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|
2022
Q2 | $488K | Hold |
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|
2022
Q1 | $499K | Hold |
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|
2021
Q4 | $500K | Buy |
|