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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $60.4K | Buy |
2,536
+3
| +0.1% | +$83 | ﹤0.01% | 2180 |
|
|
2025
Q4 | $70.2K | Buy |
2,533
+11
| +0.4% | +$281 | ﹤0.01% | 1970 |
|
|
2025
Q3 | $61.2K | Buy |
2,522
+9
| +0.4% | +$179 | ﹤0.01% | 1982 |
|
|
2025
Q2 | $42.7K | Buy |
2,513
+2,478
| +7,080% | +$43.2K | ﹤0.01% | 2045 |
|
|
2025
Q1 | $706 | Sell |
35
-31
| -47% | -$812 | ﹤0.01% | 3587 |
|
|
2024
Q4 | $1.74K | Sell |
66
-39
| -37% | -$995 | ﹤0.01% | 3199 |
|
|
2024
Q3 | $2.57K | Hold |
105
| – | – | ﹤0.01% | 2853 |
|
|
2024
Q2 | $2.72K | Sell |
105
-99
| -49% | -$2.43K | ﹤0.01% | 2786 |
|
|
2024
Q1 | $6.74K | Sell |
204
-362
| -64% | -$11.3K | ﹤0.01% | 2277 |
|
|
2023
Q4 | $15.4K | Sell |
566
-539
| -49% | -$13.4K | ﹤0.01% | 1791 |
|
|
2023
Q3 | $26.6K | Buy |
1,105
+686
| +164% | +$18.4K | ﹤0.01% | 1364 |
|
|
2023
Q2 | $13.4K | Buy |
419
+57
| +16% | +$1.85K | ﹤0.01% | 1760 |
|
|
2023
Q1 | $11.1K | Sell |
362
-30
| -8% | -$1.18K | ﹤0.01% | 1755 |
|
|
2022
Q4 | $15.3K | Sell |
392
-3
| -0.8% | -$134 | ﹤0.01% | 1505 |
|
|
2022
Q3 | $19K | Sell |
395
-70
| -15% | -$3.99K | ﹤0.01% | 1305 |
|
|
2022
Q2 | $18K | Hold |
465
| – | – | ﹤0.01% | 1273 |
|
|
2022
Q1 | $27K | Buy |
465
+63
| +16% | +$4.13K | ﹤0.01% | 1121 |
|
|
2021
Q4 | $32K | Hold |
402
| – | – | ﹤0.01% | 956 |
|
|
2021
Q3 | $35K | Hold |
402
| – | – | ﹤0.01% | 869 |
|
|
2021
Q2 | $52K | Sell |
402
-200
| -33% | -$15.9K | ﹤0.01% | 606 |
|
|
2021
Q1 | $48K | Buy |
602
+140
| +30% | +$13.3K | ﹤0.01% | 583 |
|
|
2020
Q4 | $38K | Buy |
462
+242
| +110% | +$11.9K | ﹤0.01% | 526 |
|
|
2020
Q3 | $5K | Buy |
+220
| New | +$5.46K | ﹤0.01% | 832 |
|
Other funds holding BEAM
AIM
FCM
VPM
AVM
VCM
NAMA
