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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Sell
3,556
-362
-9% -$27.2K 0.05% 283
2025
Q1
$326K Buy
3,918
+135
+4% +$11.2K 0.06% 243
2024
Q4
$345K Sell
3,783
-427
-10% -$39K 0.07% 227
2024
Q3
$471K Sell
4,210
-751
-15% -$83.9K 0.1% 197
2024
Q2
$456K Sell
4,961
-318
-6% -$29.2K 0.1% 194
2024
Q1
$487K Sell
5,279
-440
-8% -$40.6K 0.11% 194
2023
Q4
$478K Sell
5,719
-433
-7% -$36.2K 0.12% 174
2023
Q3
$426K Sell
6,152
-6,116
-50% -$424K 0.13% 173
2023
Q2
$850K Buy
12,268
+6,254
+104% +$433K 0.14% 157
2023
Q1
$461K Buy
6,014
+1,073
+22% +$82.2K 0.14% 152
2022
Q4
$330K Buy
+4,941
New +$330K 0.14% 164