Wells Fargo’s Beam Global BEEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $913 | Hold |
625
| – | – | ﹤0.01% | 5855 |
|
|
2025
Q1 | $1.28K | Hold |
625
| – | – | ﹤0.01% | 5742 |
|
|
2024
Q4 | $1.98K | Sell |
625
-70
| -10% | -$222 | ﹤0.01% | 5688 |
|
|
2024
Q3 | $3.41K | Hold |
695
| – | – | ﹤0.01% | 5579 |
|
|
2024
Q2 | $3.2K | Sell |
695
-2,568
| -79% | -$11.8K | ﹤0.01% | 5560 |
|
|
2024
Q1 | $22.2K | Sell |
3,263
-499
| -13% | -$3.39K | ﹤0.01% | 5168 |
|
|
2023
Q4 | $26.7K | Buy |
3,762
+7
| +0.2% | +$50 | ﹤0.01% | 5100 |
|
|
2023
Q3 | $27.7K | Sell |
3,755
-970
| -21% | -$7.16K | ﹤0.01% | 5103 |
|
|
2023
Q2 | $48.9K | Buy |
4,725
+6
| +0.1% | +$62 | ﹤0.01% | 5154 |
|
|
2023
Q1 | $75.1K | Buy |
4,719
+26
| +0.6% | +$414 | ﹤0.01% | 4676 |
|
|
2022
Q4 | $82K | Sell |
4,693
-2,784
| -37% | -$48.6K | ﹤0.01% | 4336 |
|
|
2022
Q3 | $92K | Sell |
7,477
-134
| -2% | -$1.65K | ﹤0.01% | 4362 |
|
|
2022
Q2 | $118K | Sell |
7,611
-2,386
| -24% | -$37K | ﹤0.01% | 4295 |
|
|
2022
Q1 | $204K | Sell |
9,997
-3,483
| -26% | -$71.1K | ﹤0.01% | 4665 |
|
|
2021
Q4 | $250K | Buy |
13,480
+5,721
| +74% | +$106K | ﹤0.01% | 4783 |
|
|
2021
Q3 | $212K | Buy |
7,759
+1,510
| +24% | +$41.3K | ﹤0.01% | 4790 |
|
|
2021
Q2 | $239K | Sell |
6,249
-83
| -1% | -$3.17K | ﹤0.01% | 4663 |
|
|
2021
Q1 | $275K | Sell |
6,332
-5,428
| -46% | -$236K | ﹤0.01% | 4698 |
|
|
2020
Q4 | $867K | Buy |
11,760
+9,734
| +480% | +$718K | ﹤0.01% | 4069 |
|
|
2020
Q3 | $24K | Buy |
2,026
+1,591
| +366% | +$18.8K | ﹤0.01% | 5423 |
|
|
2020
Q2 | $4K | Buy |
435
+1
| +0.2% | +$9 | ﹤0.01% | 5635 |
|
|
2020
Q1 | $3K | Buy |
434
+34
| +9% | +$235 | ﹤0.01% | 5606 |
|
|
2019
Q4 | $2K | Hold |
400
| – | – | ﹤0.01% | 5746 |
|
|
2019
Q3 | $2K | Hold |
400
| – | – | ﹤0.01% | 5729 |
|
|
2019
Q2 | $2K | Buy |
+400
| New | +$2K | ﹤0.01% | 5711 |
|