Beverly Hills Private Wealth’s Albemarle ALB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$330K	Buy	1,839 +160	+10%	+$27.3K	0.06%	251
2025 Q4	$237K	Buy	+1,679	New	+$191K	0.04%	294
2025 Q1	–	Sell	-2,411	Closed	-$207K	–	339
2024 Q4	$207K	Sell	2,411 -251	-9%	-$25K	0.04%	316
2024 Q3	$252K	Sell	2,662 -484	-15%	-$43K	0.05%	294
2024 Q2	$301K	Sell	3,146 -153	-5%	-$18.2K	0.07%	275
2024 Q1	$435K	Buy	3,299 +33	+1%	+$4.06K	0.1%	219
2023 Q4	$472K	Sell	3,266 -485	-13%	-$66.6K	0.12%	177
2023 Q3	$638K	Sell	3,751 -3,409	-48%	-$679K	0.19%	117
2023 Q2	$1.43M	Buy	7,160 +3,478	+94%	+$711K	0.24%	98
2023 Q1	$814K	Buy	3,682 +534	+17%	+$132K	0.25%	97
2022 Q4	$683K	Buy	+3,148	New	+$839K	0.3%	85