Bank of America’s Heartbeam BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336 | Buy |
269
+80
| +42% | +$100 | ﹤0.01% | 6701 |
|
|
2025
Q1 | $380 | Buy |
189
+9
| +5% | +$18 | ﹤0.01% | 6514 |
|
|
2024
Q4 | $414 | Hold |
180
| – | – | ﹤0.01% | 6515 |
|
|
2024
Q3 | $418 | Buy |
180
+14
| +8% | +$33 | ﹤0.01% | 6486 |
|
|
2024
Q2 | $427 | Buy |
+166
| New | +$427 | ﹤0.01% | 6490 |
|
|
2024
Q1 | – | Sell |
-26
| Closed | -$62 | – | 6800 |
|
|
2023
Q4 | $62 | Sell |
26
-106
| -80% | -$253 | ﹤0.01% | 6497 |
|
|
2023
Q3 | $284 | Buy |
+132
| New | +$284 | ﹤0.01% | 6438 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$20 | – | 6947 |
|
|
2022
Q4 | $20 | Buy |
+4
| New | +$20 | ﹤0.01% | 7155 |
|