Morgan Stanley’s Heartbeam BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.9K | Hold |
72,722
| – | – | ﹤0.01% | 6172 |
|
|
2025
Q1 | $146K | Buy |
72,722
+66,666
| +1,101% | +$134K | ﹤0.01% | 5855 |
|
|
2024
Q4 | $13.9K | Hold |
6,056
| – | – | ﹤0.01% | 6685 |
|
|
2024
Q3 | $14.1K | Buy |
6,056
+1,700
| +39% | +$3.94K | ﹤0.01% | 6616 |
|
|
2024
Q2 | $11.2K | Sell |
4,356
-3,667
| -46% | -$9.42K | ﹤0.01% | 6637 |
|
|
2024
Q1 | $17.5K | Sell |
8,023
-4,023
| -33% | -$8.77K | ﹤0.01% | 6528 |
|
|
2023
Q4 | $28.3K | Buy |
12,046
+6,023
| +100% | +$14.2K | ﹤0.01% | 6538 |
|
|
2023
Q3 | $12.9K | Sell |
6,023
-2,899
| -32% | -$6.23K | ﹤0.01% | 6638 |
|
|
2023
Q2 | $21.5K | Buy |
8,922
+3,262
| +58% | +$7.86K | ﹤0.01% | 6542 |
|
|
2023
Q1 | $12.8K | Buy |
5,660
+3,305
| +140% | +$7.5K | ﹤0.01% | 6795 |
|
|
2022
Q4 | $11.5K | Buy |
2,355
+99
| +4% | +$483 | ﹤0.01% | 6884 |
|
|
2022
Q3 | $9K | Buy |
+2,256
| New | +$9K | ﹤0.01% | 7094 |
|