Wells Fargo’s Beam Global BEEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $919 | Hold |
625
| – | – | ﹤0.01% | 6344 |
|
|
2025
Q4 | $938 | Hold |
625
| – | – | ﹤0.01% | 6287 |
|
|
2025
Q3 | $1.8K | Hold |
625
| – | – | ﹤0.01% | 6197 |
|
|
2025
Q2 | $913 | Hold |
625
| – | – | ﹤0.01% | 6317 |
|
|
2025
Q1 | $1.27K | Hold |
625
| – | – | ﹤0.01% | 6212 |
|
|
2024
Q4 | $1.98K | Sell |
625
-70
| -10% | -$288 | ﹤0.01% | 6192 |
|
|
2024
Q3 | $3.41K | Hold |
695
| – | – | ﹤0.01% | 5989 |
|
|
2024
Q2 | $3.2K | Sell |
695
-2,568
| -79% | -$15.3K | ﹤0.01% | 5944 |
|
|
2024
Q1 | $22.2K | Sell |
3,263
-499
| -13% | -$3.4K | ﹤0.01% | 5553 |
|
|
2023
Q4 | $26.7K | Buy |
3,762
+7
| +0.2% | +$44 | ﹤0.01% | 5532 |
|
|
2023
Q3 | $27.7K | Sell |
3,755
-970
| -21% | -$9.08K | ﹤0.01% | 5463 |
|
|
2023
Q2 | $48.9K | Buy |
4,725
+6
| +0.1% | +$66 | ﹤0.01% | 5437 |
|
|
2023
Q1 | $75.1K | Buy |
4,719
+26
| +0.6% | +$430 | ﹤0.01% | 4960 |
|
|
2022
Q4 | $82K | Sell |
4,693
-2,784
| -37% | -$41.7K | ﹤0.01% | 4632 |
|
|
2022
Q3 | $92K | Sell |
7,477
-134
| -2% | -$1.93K | ﹤0.01% | 4654 |
|
|
2022
Q2 | $118K | Sell |
7,611
-2,386
| -24% | -$41.1K | ﹤0.01% | 4550 |
|
|
2022
Q1 | $204K | Sell |
9,997
-3,483
| -26% | -$50.8K | ﹤0.01% | 4967 |
|
|
2021
Q4 | $250K | Buy |
13,480
+5,721
| +74% | +$156K | ﹤0.01% | 5137 |
|
|
2021
Q3 | $212K | Buy |
7,759
+1,510
| +24% | +$44.9K | ﹤0.01% | 5072 |
|
|
2021
Q2 | $239K | Sell |
6,249
-83
| -1% | -$2.73K | ﹤0.01% | 4955 |
|
|
2021
Q1 | $275K | Sell |
6,332
-5,428
| -46% | -$286K | ﹤0.01% | 5010 |
|
|
2020
Q4 | $867K | Buy |
11,760
+9,734
| +480% | +$270K | ﹤0.01% | 4135 |
|
|
2020
Q3 | $24K | Buy |
2,026
+1,591
| +366% | +$20K | ﹤0.01% | 5706 |
|
|
2020
Q2 | $4K | Buy |
435
+1
| +0.2% | +$8 | ﹤0.01% | 6001 |
|
|
2020
Q1 | $3K | Buy |
434
+34
| +9% | +$263 | ﹤0.01% | 5923 |
|
|
2019
Q4 | $2K | Hold |
400
| – | – | ﹤0.01% | 6152 |
|
|
2019
Q3 | $2K | Hold |
400
| – | – | ﹤0.01% | 6176 |
|
|
2019
Q2 | $2K | Buy |
+400
| New | +$2.12K | ﹤0.01% | 6156 |
|
Other funds holding BEEM
IWA
VCM
VFT
VCM
GAA