Carson Wealth (CWM LLC)’s Beam Therapeutics BEAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35K | Sell |
2,041
-643
| -24% | -$11K | ﹤0.01% | 3523 |
|
|
2025
Q1 | $52K | Buy |
2,684
+1,191
| +80% | +$23.1K | ﹤0.01% | 2945 |
|
|
2024
Q4 | $37K | Buy |
1,493
+5
| +0.3% | +$124 | ﹤0.01% | 2996 |
|
|
2024
Q3 | $36K | Sell |
1,488
-27
| -2% | -$653 | ﹤0.01% | 2941 |
|
|
2024
Q2 | $35K | Sell |
1,515
-31
| -2% | -$716 | ﹤0.01% | 2713 |
|
|
2024
Q1 | $51K | Sell |
1,546
-205
| -12% | -$6.76K | ﹤0.01% | 2283 |
|
|
2023
Q4 | $48K | Sell |
1,751
-235
| -12% | -$6.44K | ﹤0.01% | 2198 |
|
|
2023
Q3 | $48K | Sell |
1,986
-25,456
| -93% | -$615K | ﹤0.01% | 2082 |
|
|
2023
Q2 | $876K | Sell |
27,442
-1,145
| -4% | -$36.6K | 0.01% | 756 |
|
|
2023
Q1 | $875K | Sell |
28,587
-1,301
| -4% | -$39.8K | 0.01% | 694 |
|
|
2022
Q4 | $1.17M | Sell |
29,888
-5,859
| -16% | -$229K | 0.01% | 567 |
|
|
2022
Q3 | $1.7M | Sell |
35,747
-1,165
| -3% | -$55.5K | 0.01% | 440 |
|
|
2022
Q2 | $1.43M | Buy |
36,912
+36,894
| +204,967% | +$1.43M | 0.01% | 465 |
|
|
2022
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 3281 |
|