Texas Capital Bank Wealth Management Services’s Heartbeam BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5K | Hold |
10,000
| – | – | ﹤0.01% | 224 |
|
|
2025
Q1 | $20.1K | Hold |
10,000
| – | – | ﹤0.01% | 208 |
|
|
2024
Q4 | $23K | Hold |
10,000
| – | – | ﹤0.01% | 161 |
|
|
2024
Q3 | $23.2K | Hold |
10,000
| – | – | ﹤0.01% | 197 |
|
|
2024
Q2 | $25.7K | Hold |
10,000
| – | – | ﹤0.01% | 195 |
|
|
2024
Q1 | $21.8K | Hold |
10,000
| – | – | ﹤0.01% | 196 |
|
|
2023
Q4 | $23.5K | Hold |
10,000
| – | – | ﹤0.01% | 203 |
|
|
2023
Q3 | $21.5K | Hold |
10,000
| – | – | ﹤0.01% | 208 |
|
|
2023
Q2 | $24.1K | Buy |
+10,000
| New | +$24.1K | ﹤0.01% | 225 |
|