Wells Fargo’s Heartbeam BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25K | Hold |
1,000
| – | – | ﹤0.01% | 5823 |
|
|
2025
Q1 | $2.01K | Hold |
1,000
| – | – | ﹤0.01% | 5684 |
|
|
2024
Q4 | $2.3K | Buy |
+1,000
| New | +$2.3K | ﹤0.01% | 5668 |
|
|
2024
Q2 | – | Sell |
-159
| Closed | -$347 | – | 6533 |
|
|
2024
Q1 | $347 | Buy |
159
+3
| +2% | +$7 | ﹤0.01% | 5977 |
|
|
2023
Q4 | $367 | Buy |
156
+8
| +5% | +$19 | ﹤0.01% | 6009 |
|
|
2023
Q3 | $318 | Sell |
148
-14
| -9% | -$30 | ﹤0.01% | 6085 |
|
|
2023
Q2 | $390 | Buy |
162
+130
| +406% | +$313 | ﹤0.01% | 6230 |
|
|
2023
Q1 | $73 | Buy |
32
+1
| +3% | +$2 | ﹤0.01% | 6688 |
|
|
2022
Q4 | $151 | Buy |
31
+1
| +3% | +$5 | ﹤0.01% | 6374 |
|
|
2022
Q3 | $0 | Buy |
30
+11
| +58% | – | ﹤0.01% | 6323 |
|
|
2022
Q2 | $0 | Buy |
19
+2
| +12% | – | ﹤0.01% | 6495 |
|
|
2022
Q1 | $0 | Hold |
17
| – | – | ﹤0.01% | 6662 |
|
|
2021
Q4 | $0 | Buy |
+17
| New | – | ﹤0.01% | 6647 |
|