Beverly Hills Private Wealth’s FormFactor FORM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$520K	Buy	5,363 +57	+1%	+$4.91K	0.09%	179
2025 Q4	$296K	Buy	+5,306	New	+$267K	0.05%	259
2025 Q1	–	Sell	-5,810	Closed	-$256K	–	343
2024 Q4	$256K	Sell	5,810 -998	-15%	-$42.9K	0.05%	290
2024 Q3	$313K	Sell	6,808 -1,495	-18%	-$74.6K	0.06%	264
2024 Q2	$503K	Sell	8,303 -4,032	-33%	-$210K	0.11%	184
2024 Q1	$563K	Sell	12,335 -1,332	-10%	-$55.5K	0.13%	169
2023 Q4	$570K	Sell	13,667 -1,816	-12%	-$66.4K	0.15%	148
2023 Q3	$541K	Sell	15,483 -15,881	-51%	-$534K	0.16%	138
2023 Q2	$1.07M	Buy	31,364 +15,949	+103%	+$476K	0.18%	126
2023 Q1	$491K	Buy	15,415 +3,239	+27%	+$92.8K	0.15%	147
2022 Q4	$271K	Buy	+12,176	New	+$284K	0.12%	191