Beacon Pointe Advisors’s Solventum SOLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$508K Sell
6,696
-1,777
-21% -$135K 0.01% 867
2025
Q1
$644K Sell
8,473
-618
-7% -$47K 0.01% 760
2024
Q4
$601K Buy
9,091
+694
+8% +$45.8K 0.01% 774
2024
Q3
$585K Sell
8,397
-244
-3% -$17K 0.01% 788
2024
Q2
$457K Buy
+8,641
New +$457K 0.01% 890