BHPW
Beverly Hills Private Wealth’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
36,582
+1,899
| +5% | +$197K | 0.71% | 34 |
|
|
2025
Q1 | $3.27M | Buy |
34,683
+3,266
| +10% | +$308K | 0.65% | 40 |
|
|
2024
Q4 | $3.33M | Buy |
31,417
+1,385
| +5% | +$147K | 0.67% | 35 |
|
|
2024
Q3 | $2.82M | Buy |
30,032
+10,243
| +52% | +$962K | 0.57% | 42 |
|
|
2024
Q2 | $1.67M | Buy |
19,789
+7,596
| +62% | +$639K | 0.36% | 77 |
|
|
2024
Q1 | $953K | Buy |
12,193
+7,165
| +143% | +$560K | 0.22% | 108 |
|
|
2023
Q4 | $348K | Buy |
+5,028
| New | +$348K | 0.09% | 230 |
|