UBS Group’s Heartbeam BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
199,267
-3,770
| -2% | -$4.71K | ﹤0.01% | 5344 |
|
|
2025
Q1 | $408K | Buy |
203,037
+43,035
| +27% | +$86.5K | ﹤0.01% | 4819 |
|
|
2024
Q4 | $368K | Hold |
160,002
| – | – | ﹤0.01% | 4892 |
|
|
2024
Q3 | $371K | Hold |
160,002
| – | – | ﹤0.01% | 4293 |
|
|
2024
Q2 | $411K | Sell |
160,002
-1,613
| -1% | -$4.15K | ﹤0.01% | 4067 |
|
|
2024
Q1 | $352K | Sell |
161,615
-16,098
| -9% | -$35.1K | ﹤0.01% | 4333 |
|
|
2023
Q4 | $418K | Buy |
177,713
+17,711
| +11% | +$41.6K | ﹤0.01% | 4096 |
|
|
2023
Q3 | $344K | Sell |
160,002
-1,319
| -0.8% | -$2.84K | ﹤0.01% | 3871 |
|
|
2023
Q2 | $389K | Buy |
161,321
+158,576
| +5,777% | +$382K | ﹤0.01% | 4022 |
|
|
2023
Q1 | $6.23K | Buy |
+2,745
| New | +$6.23K | ﹤0.01% | 6845 |
|
|
2022
Q4 | – | Sell |
-492
| Closed | -$2K | – | 9508 |
|
|
2022
Q3 | $2K | Buy |
+492
| New | +$2K | ﹤0.01% | 8585 |
|
|
2022
Q2 | – | Sell |
-632
| Closed | -$1K | – | 9242 |
|
|
2022
Q1 | $1K | Sell |
632
-4,109
| -87% | -$6.5K | ﹤0.01% | 8782 |
|
|
2021
Q4 | $15K | Buy |
+4,741
| New | +$15K | ﹤0.01% | 7115 |
|