BHPW
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Beverly Hills Private Wealth’s Shift4 FOUR Stock Holding History

Beverly Hills Private Wealth’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$265K Hold
2,670
– – 0.05% 285
2025
Q1 		$218K Buy
2,670
+1
+0% +$82 0.04% 322
2024
Q4 		$277K Hold
2,669
– – 0.06% 270
2024
Q3 		$236K Buy
+2,669
New +$236K 0.05% 306