Wells Fargo’s Heartbeam BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.65K | Hold |
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|
2025
Q2 | $1.25K | Hold |
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|
2025
Q1 | $2.01K | Hold |
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|
2024
Q4 | $2.3K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $347 | Buy |
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|
2023
Q4 | $367 | Buy |
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|
2023
Q3 | $318 | Sell |
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|
2023
Q2 | $390 | Buy |
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|
2023
Q1 | $73 | Buy |
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|
2022
Q4 | $151 | Buy |
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|
2022
Q3 | $0 | Buy |
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|
2022
Q2 | $0 | Buy |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Buy |
|