Allworth Financial’s Beam Therapeutics BEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $61.2K | Buy |
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|
2025
Q2 | $42.7K | Buy |
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|
2025
Q1 | $706 | Sell |
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|
2024
Q4 | $1.74K | Sell |
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|
2024
Q3 | $2.57K | Hold |
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|
2024
Q2 | $2.72K | Sell |
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|
2024
Q1 | $6.74K | Sell |
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|
2023
Q4 | $15.4K | Sell |
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|
2023
Q3 | $26.6K | Buy |
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|
2023
Q2 | $13.4K | Buy |
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|
2023
Q1 | $11.1K | Sell |
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|
2022
Q4 | $15.3K | Sell |
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|
2022
Q3 | $19K | Sell |
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|
2022
Q2 | $18K | Hold |
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|
2022
Q1 | $27K | Buy |
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|
2021
Q4 | $32K | Hold |
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|
2021
Q3 | $35K | Hold |
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|
2021
Q2 | $52K | Sell |
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|
2021
Q1 | $48K | Buy |
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|
2020
Q4 | $38K | Buy |
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|
2020
Q3 | $5K | Buy |
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