BHPW
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Beverly Hills Private Wealth’s Cabot Corp CBT Stock Holding History

Beverly Hills Private Wealth’s Portfolio CBT Stock Details CBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$234K Sell
3,101
-28
-0.9% -$2.03K 0.04% 305
2025
Q4 		$207K Sell
3,129
-332
-10% -$22.1K 0.04% 315
2025
Q3 		$263K Sell
3,461
-95
-3% -$7.41K 0.05% 292
2025
Q2 		$267K Sell
3,556
-362
-9% -$27.7K 0.05% 284
2025
Q1 		$326K Buy
3,918
+135
+4% +$11.6K 0.06% 243
2024
Q4 		$345K Sell
3,783
-427
-10% -$45.9K 0.07% 227
2024
Q3 		$471K Sell
4,210
-751
-15% -$74.8K 0.1% 197
2024
Q2 		$456K Sell
4,961
-318
-6% -$30.8K 0.1% 194
2024
Q1 		$487K Sell
5,279
-440
-8% -$35.8K 0.11% 194
2023
Q4 		$478K Sell
5,719
-433
-7% -$32.2K 0.12% 174
2023
Q3 		$426K Sell
6,152
-6,116
-50% -$425K 0.13% 173
2023
Q2 		$850K Buy
12,268
+6,254
+104% +$445K 0.14% 157
2023
Q1 		$461K Buy
6,014
+1,073
+22% +$80.4K 0.14% 152
2022
Q4 		$330K Buy
+4,941
New +$345K 0.14% 164

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