Beverly Hills Private Wealth’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
299,995
+24,401
| +9% | +$211K | 0.49% | 55 |
|
|
2025
Q1 | $2.43M | Buy |
275,594
+20,143
| +8% | +$177K | 0.48% | 55 |
|
|
2024
Q4 | $2.32M | Buy |
255,451
+25,006
| +11% | +$227K | 0.47% | 56 |
|
|
2024
Q3 | $2.08M | Buy |
230,445
+66,782
| +41% | +$604K | 0.42% | 71 |
|
|
2024
Q2 | $1.36M | Buy |
163,663
+51,495
| +46% | +$427K | 0.29% | 90 |
|
|
2024
Q1 | $919K | Buy |
112,168
+67,343
| +150% | +$552K | 0.21% | 111 |
|
|
2023
Q4 | $351K | Buy |
44,825
+30,970
| +224% | +$242K | 0.09% | 227 |
|
|
2023
Q3 | $94.2K | Buy |
+13,855
| New | +$94.2K | 0.03% | 288 |
|