Beverly Hills Private Wealth’s Citigroup C Stock Holding History

Beverly Hills Private Wealth’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$407K	Sell
2025 Q1	$355K	Buy
2024 Q4	$346K	Sell
2024 Q3	$315K	Sell
2024 Q2	$330K	Sell
2024 Q1	$342K	Sell
2023 Q4	$299K	Sell
2023 Q3	$243K	Sell
2023 Q2	$346K	Buy
2023 Q1	$280K	Buy