Number of Shares
205,356
Previous 286,390 28.29%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 20, 2025

SELL
N/A
-81,034 Reduced 28.29%
205,356 $0
Q4 2024

Feb 13, 2025

SELL
N/A
-206 Reduced 0.07%
286,390 $0
Q3 2024

Nov 12, 2024

BUY
N/A
59,679 Added 26.3%
286,596 $0
Q2 2024

Aug 02, 2024

SELL
N/A
-73,119 Reduced 24.37%
226,917 $0
Q1 2024

May 08, 2024

BUY
N/A
5,760 Added 1.96%
300,036 $0
Q4 2023

Feb 13, 2024

BUY
N/A
31,851 Added 12.14%
294,276 $0
Q3 2023

Nov 15, 2023

SELL
N/A
-4,666 Reduced 1.75%
262,425 $0
Q2 2023

Aug 14, 2023

BUY
N/A
2,356 Added 0.89%
267,091 $0
Q1 2023

May 15, 2023

BUY
N/A
264,735 New
264,735 $0
Track This Portfolio

Track Belpointe Asset Management LLC Portfolio

Follow Belpointe Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Belpointe Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belpointe Asset Management LLC with notifications on news.