Precision Wealth Strategies’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 | $15.8M | Buy |
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|
2025
Q2 | $15.6M | Hold |
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|
2025
Q1 | $15.7M | Buy |
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|
2024
Q4 | $18.3M | Sell |
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|
2024
Q3 | $16.3M | Sell |
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|
2024
Q2 | $13.8M | Sell |
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|
2024
Q1 | $14.7M | Hold |
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|
2023
Q4 | $18.6M | Sell |
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|
2023
Q3 | $20.7M | Hold |
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|
2023
Q2 | $20.8M | Hold |
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|
2023
Q1 | $22.7M | Hold |
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|
2022
Q4 | $24.2M | Sell |
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|
2022
Q3 | $23.2M | Buy |
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|
2022
Q2 | $24.7M | Hold |
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|
2022
Q1 | $26M | Buy |
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|
2021
Q4 | $7.82M | Buy |
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