Center for Financial Planning’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 | $851 | Hold |
50
| – | – | ﹤0.01% | 602 |
|
|
2025
Q1 | $977 | Hold |
50
| – | – | ﹤0.01% | 641 |
|
|
2024
Q4 | $1.24K | Hold |
50
| – | – | ﹤0.01% | 582 |
|
|
2024
Q3 | $1.23K | Hold |
50
| – | – | ﹤0.01% | 515 |
|
|
2024
Q2 | $1.17K | Hold |
50
| – | – | ﹤0.01% | 523 |
|
|
2024
Q1 | $1.65K | Hold |
50
| – | – | ﹤0.01% | 532 |
|
|
2023
Q4 | $1.36K | Hold |
50
| – | – | ﹤0.01% | 474 |
|
|
2023
Q3 | $1.2K | Hold |
50
| – | – | ﹤0.01% | 474 |
|
|
2023
Q2 | $1.6K | Hold |
50
| – | – | ﹤0.01% | 506 |
|
|
2023
Q1 | $1.53K | Hold |
50
| – | – | ﹤0.01% | 466 |
|
|
2022
Q4 | $1.96K | Hold |
50
| – | – | ﹤0.01% | 461 |
|
|
2022
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 511 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 461 |
|
|
2022
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 450 |
|
|
2021
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 440 |
|