Bell Investment Advisors’s Beam Therapeutics BEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-43
| Closed | -$840 | – | 1893 |
|
|
2025
Q1 | $840 | Hold |
43
| – | – | ﹤0.01% | 1609 |
|
|
2024
Q4 | $1.07K | Hold |
43
| – | – | ﹤0.01% | 1558 |
|
|
2024
Q3 | $1.05K | Buy |
43
+20
| +87% | +$490 | ﹤0.01% | 1571 |
|
|
2024
Q2 | $539 | Hold |
23
| – | – | ﹤0.01% | 1789 |
|
|
2024
Q1 | $760 | Hold |
23
| – | – | ﹤0.01% | 1679 |
|
|
2023
Q4 | $627 | Sell |
23
-15
| -39% | -$409 | ﹤0.01% | 1739 |
|
|
2023
Q3 | $914 | Sell |
38
-9
| -19% | -$216 | ﹤0.01% | 1603 |
|
|
2023
Q2 | $1.5K | Hold |
47
| – | – | ﹤0.01% | 1434 |
|
|
2023
Q1 | $1.44K | Buy |
47
+16
| +52% | +$490 | ﹤0.01% | 1417 |
|
|
2022
Q4 | $1.21K | Hold |
31
| – | – | ﹤0.01% | 1502 |
|
|
2022
Q3 | $1K | Sell |
31
-70
| -69% | -$2.26K | ﹤0.01% | 1321 |
|
|
2022
Q2 | $4K | Buy |
+101
| New | +$4K | ﹤0.01% | 770 |
|
|
2021
Q4 | $1K | Buy |
7
+2
| +40% | +$286 | ﹤0.01% | 1348 |
|
|
2021
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1721 |
|