Institutions / Beverly Hills Private Wealth, LLC / Activity
Activity — Beverly Hills Private Wealth, LLC
342 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 316092790 Common stock | $-569 | -7 -0.16% | 4,376 0.07% of portfolio | low |
| Q2 2026 as of | Add | 78463V107 Common stock | $1.1K | +3 +0.28% | 1,074 0.08% of portfolio | low |
| Q2 2026 as of | Add | General Electric Co Common stock | $1.5K | +4 +0.26% | 1,547 0.11% of portfolio | low |
| Q2 2026 as of | New | 464288687 Common stock | $3.4K | +111 | 111 <0.01% of portfolio | low |
| Q2 2026 as of | Add | Kimberly Clark Corp Common stock | $5.2K | +47 +1.73% | 2,765 0.06% of portfolio | low |
| Q2 2026 as of | Add | Merck & Co., Inc. Common stock | $6.2K | +48 +0.86% | 5,600 0.14% of portfolio | low |
| Q2 2026 as of | Add | 23334J107 Common stock | $11.5K | +996 +0.30% | 335,921 0.75% of portfolio | low |
| Q2 2026 as of | Trim | Packaging Corp of America Common stock | $-11.9K | -50 -0.59% | 8,479 0.39% of portfolio | low |
| Q2 2026 as of | Add | 46641Q225 Common stock | $12.1K | +122 +5.17% | 2,482 0.05% of portfolio | low |
| Q2 2026 as of | Add | ET Energy Transfer LP MLP | $12.9K | +677 +0.39% | 173,373 0.64% of portfolio | low |
| Q2 2026 as of | Add | 37960A438 Common stock | $13.8K | +138 +0.49% | 28,030 0.54% of portfolio | low |
| Q2 2026 as of | Trim | 06849F108 Common stock | $-14.1K | -385 -3.67% | 10,102 0.07% of portfolio | low |
| Q2 2026 as of | Trim | 81369Y803 Common stock | $-15.2K | -80 -5.24% | 1,447 0.05% of portfolio | low |
| Q2 2026 as of | Trim | KYN Kayne Anderson Energy Infrastructure Fund, Inc. Closed-End Fund | $-15.3K | -1K -0.58% | 190,812 0.51% of portfolio | low |
| Q2 2026 as of | Trim | 35473P827 Common stock | $-15.3K | -297 -6.64% | 4,173 0.04% of portfolio | low |
| Q2 2026 as of | Add | 78462F103 Common stock | $15.7K | +21 +2.69% | 803 0.12% of portfolio | low |
| Q2 2026 as of | Trim | Alger 35 ETF, a series of The Alger ETF Trust Common stock | $-16.0K | -387 -4.61% | 8,003 0.06% of portfolio | low |
| Q2 2026 as of | Add | 46090E103 Common stock | $16.2K | +22 +2.25% | 1,000 0.14% of portfolio | low |
| Q2 2026 as of | Trim | ConocoPhillips Common stock | $-16.7K | -161 -6.26% | 2,412 0.05% of portfolio | low |
| Q2 2026 as of | Add | BABA Alibaba Group Holding Ltd ADR | $18.3K | +191 +0.98% | 19,686 0.36% of portfolio | low |
| Q2 2026 as of | Trim | 025072604 Common stock | $-20.4K | -211 -5.70% | 3,492 0.06% of portfolio | low |
| Q2 2026 as of | Trim | 35473P868 Common stock | $-21.6K | -857 -7.27% | 10,935 0.05% of portfolio | low |
| Q2 2026 as of | Trim | 92835W107 Common stock | $-22.7K | -3K -12.32% | 23,628 0.03% of portfolio | low |
| Q2 2026 as of | Trim | Intuit Inc. Common stock | $-22.7K | -87 -5.38% | 1,530 0.08% of portfolio | low |
| Q2 2026 as of | Exit | International Paper Co /New Common stock | $-25.5K | -648 -100.00% | 0 | low |
| Q2 2026 as of | Trim | 464287556 Common stock | $-28.5K | -150 -5.05% | 2,821 0.10% of portfolio | low |
| Q2 2026 as of | Trim | MercadoLibre, Inc. Common stock | $-30.6K | -18 -8.49% | 194 0.06% of portfolio | low |
| Q2 2026 as of | Trim | 464288588 Common stock | $-31.7K | -335 -9.58% | 3,163 0.06% of portfolio | low |
| Q2 2026 as of | Trim | Kinder Morgan, Inc. Common stock | $-32.5K | -1K -9.94% | 9,224 0.06% of portfolio | low |
| Q2 2026 as of | Add | 64133Q108 Common stock | $40.4K | +2K +2.09% | 119,258 0.38% of portfolio | low |
| Q2 2026 as of | Trim | Stryker Corp Common stock | $-41.6K | -132 -12.75% | 903 0.05% of portfolio | low |
| Q2 2026 as of | Trim | 46434G855 Common stock | $-44.8K | -693 -1.79% | 38,055 0.47% of portfolio | low |
| Q2 2026 as of | Trim | Hershey Co Common stock | $-46.1K | -263 -16.82% | 1,301 0.04% of portfolio | low |
| Q2 2026 as of | Trim | PDI PIMCO Dynamic Income Fund Closed-End Fund | $-47.2K | -3K -16.97% | 13,824 0.04% of portfolio | low |
| Q2 2026 as of | Add | Citigroup Inc Common stock | $53.5K | +382 +7.99% | 5,164 0.14% of portfolio | low |
| Q2 2026 as of | Add | Enovix Corp Common stock | $58.6K | +10K +16.49% | 68,155 0.08% of portfolio | low |
| Q2 2026 as of | Trim | 82509L107 Common stock | $-59.0K | -517 -9.98% | 4,663 0.10% of portfolio | low |
| Q2 2026 as of | Trim | Qualcomm INC/DE Common stock | $-61.5K | -333 -6.66% | 4,667 0.17% of portfolio | low |
| Q2 2026 as of | Add | 46432F842 Common stock | $64.0K | +663 +6.24% | 11,284 0.21% of portfolio | low |
| Q2 2026 as of | Trim | Travelers Companies, Inc. Common stock | $-68.0K | -206 -11.86% | 1,531 0.10% of portfolio | low |
| Q2 2026 as of | Trim | 464287200 Common stock | $-69.6K | -93 -1.53% | 6,001 0.86% of portfolio | low |
| Q2 2026 as of | Trim | ARCC Ares Capital Corp Common Stock | $-71.6K | -4K -7.89% | 45,111 0.16% of portfolio | low |
| Q2 2026 as of | Trim | Air Products & Chemicals, Inc. Common stock | $-71.8K | -245 -18.13% | 1,106 0.06% of portfolio | low |
| Q2 2026 as of | Add | OPY Oppenheimer Holdings Inc Common Stock | $73.8K | +699 +3.45% | 20,933 0.42% of portfolio | low |
| Q2 2026 as of | Add | Walt Disney Co Common stock | $75.9K | +788 +24.11% | 4,056 0.08% of portfolio | low |
| Q2 2026 as of | Trim | 46434V738 Common stock | $-77.3K | -1K -13.97% | 6,328 0.09% of portfolio | low |
| Q2 2026 as of | Exit | RLJ Lodging Trust Common stock | $-77.6K | -10K -100.00% | 0 | low |
| Q2 2026 as of | Add | Netflix Inc Common stock | $84.5K | +1K +20.17% | 7,048 0.10% of portfolio | low |
| Q2 2026 as of | Add | Marriott International Inc/MD Common stock | $87.1K | +235 +6.19% | 4,029 0.29% of portfolio | low |
| Q2 2026 as of | Add | TE Connectivity PLC Common stock | $106.2K | +527 +5.56% | 10,011 0.39% of portfolio | low |