Clearstead 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 | $25.5K | Hold |
1,500
| – | – | ﹤0.01% | 1520 |
|
|
2025
Q1 | $29.3K | Sell |
1,500
-18
| -1% | -$352 | ﹤0.01% | 1306 |
|
|
2024
Q4 | $37.6K | Buy |
1,518
+18
| +1% | +$446 | ﹤0.01% | 1227 |
|
|
2024
Q3 | $36.8K | Hold |
1,500
| – | – | ﹤0.01% | 1271 |
|
|
2024
Q2 | $35.1K | Buy |
+1,500
| New | +$35.1K | ﹤0.01% | 1249 |
|
|
2023
Q3 | – | Sell |
-15
| Closed | -$479 | – | 1525 |
|
|
2023
Q2 | $479 | Hold |
15
| – | – | ﹤0.01% | 1303 |
|
|
2023
Q1 | $460 | Hold |
15
| – | – | ﹤0.01% | 1310 |
|
|
2022
Q4 | $587 | Hold |
15
| – | – | ﹤0.01% | 1214 |
|
|
2022
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1124 |
|
|
2022
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1153 |
|
|
2022
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1262 |
|
|
2021
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1154 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1177 |
|
|
2021
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1020 |
|