UBS Group’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 | $1.14M | Sell |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $383K | Hold |
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|
2024
Q3 | $342K | Sell |
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|
2024
Q2 | $461K | Buy |
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|
2024
Q1 | $301K | Hold |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $596K | Buy |
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|
2023
Q2 | $393K | Buy |
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|
2023
Q1 | $380K | Hold |
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|
2022
Q4 | $405K | Hold |
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|
2022
Q3 | $342K | Hold |
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|
2022
Q2 | $396K | Sell |
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|
2022
Q1 | $461K | Buy |
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