Creative 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 | – | Sell |
-11,387
| Closed | -$222K | – | 3606 |
|
|
2025
Q1 | $222K | Sell |
11,387
-2,413
| -17% | -$47.1K | ﹤0.01% | 2973 |
|
|
2024
Q4 | $342K | Buy |
13,800
+1,854
| +16% | +$46K | ﹤0.01% | 2542 |
|
|
2024
Q3 | $293K | Buy |
11,946
+2,424
| +25% | +$59.4K | ﹤0.01% | 2540 |
|
|
2024
Q2 | $223K | Sell |
9,522
-2,539
| -21% | -$59.5K | ﹤0.01% | 2582 |
|
|
2024
Q1 | $398K | Buy |
+12,061
| New | +$398K | ﹤0.01% | 2024 |
|