Precision Wealth Strategies, LLC OZ Holdings History
Precision Wealth Strategies, LLC's Belpointe PREP LLC Holding Summary
As of 2025-03-31, Precision Wealth Strategies, LLC held 243,931.00 shares of Belpointe PREP LLC(OZ), totaling $15.73 Mil. This investment constitutes 12.03% of their stock portfolio, and Precision Wealth Strategies, LLC now holds 6.65% of the outstanding Belpointe PREP LLC(OZ) stock.
The initial trade took place in 2021Q4. And since then Precision Wealth Strategies, LLC has made 4 purchases of OZ, at an average price of $94.06, for a total of 268,800.00 shares. In addition, there have been 5 sales at an average price of $87.46 for 24,869.00 shares. Based on historical transaction data and OZ's current price of $65.50, Precision Wealth Strategies, LLC's estimated gain on his OZ holdings is $-7.13 Mil, reflecting a -28.21% gain to date.
Precision Wealth Strategies, LLC OZ ($65.50) Holding Chart
Precision Wealth Strategies, LLC OZ ($65.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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