Beverly Hills Private Wealth’s Visa V Stock Holding History

Beverly Hills Private Wealth’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.07M	Sell
2025 Q1	$5.33M	Buy
2024 Q4	$4.69M	Buy
2024 Q3	$3.86M	Buy
2024 Q2	$2.16M	Buy
2024 Q1	$1.55M	Buy
2023 Q4	$834K	Buy
2023 Q3	$374K	Buy
2023 Q2	$362K	Buy
2023 Q1	$233K	Buy