Bogart Wealth LLC’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 | $187 | Hold |
11
| – | – | ﹤0.01% | 1406 |
|
2025
Q1 | $215 | Hold |
11
| – | – | ﹤0.01% | 1339 |
|
2024
Q4 | $273 | Hold |
11
| – | – | ﹤0.01% | 1294 |
|
2024
Q3 | $270 | Hold |
11
| – | – | ﹤0.01% | 1091 |
|
2024
Q2 | $258 | Hold |
11
| – | – | ﹤0.01% | 1080 |
|
2024
Q1 | $363 | Hold |
11
| – | – | ﹤0.01% | 1024 |
|
2023
Q4 | $299 | Hold |
11
| – | – | ﹤0.01% | 1020 |
|
2023
Q3 | $265 | Hold |
11
| – | – | ﹤0.01% | 1034 |
|
2023
Q2 | $351 | Hold |
11
| – | – | ﹤0.01% | 1003 |
|
2023
Q1 | $337 | Sell |
11
-23
| -68% | -$705 | ﹤0.01% | 1055 |
|
2022
Q4 | $1.33K | Sell |
34
-15
| -31% | -$587 | ﹤0.01% | 834 |
|
2022
Q3 | $2K | Buy |
49
+15
| +44% | +$612 | ﹤0.01% | 809 |
|
2022
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 811 |
|
2022
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 657 |
|
2021
Q4 | $3K | Buy |
34
+11
| +48% | +$971 | ﹤0.01% | 606 |
|
2021
Q3 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 622 |
|