Beverly Hills Private Wealth’s Albemarle ALB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,411
Closed -$207K 337
2024
Q4
$207K Sell
2,411
-251
-9% -$21.6K 0.04% 316
2024
Q3
$252K Sell
2,662
-484
-15% -$45.8K 0.05% 294
2024
Q2
$301K Sell
3,146
-153
-5% -$14.6K 0.07% 275
2024
Q1
$435K Buy
3,299
+33
+1% +$4.35K 0.1% 219
2023
Q4
$472K Sell
3,266
-485
-13% -$70.1K 0.12% 177
2023
Q3
$638K Sell
3,751
-3,409
-48% -$580K 0.19% 117
2023
Q2
$1.43M Buy
7,160
+3,478
+94% +$696K 0.24% 98
2023
Q1
$814K Buy
3,682
+534
+17% +$118K 0.25% 97
2022
Q4
$683K Buy
+3,148
New +$683K 0.3% 85