D.A. Davidson & Co’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 | $1.46M | Buy |
85,681
+14,824
| +21% | +$252K | 0.01% | 704 |
|
|
2025
Q1 | $1.38M | Buy |
70,857
+19,448
| +38% | +$380K | 0.01% | 681 |
|
|
2024
Q4 | $1.27M | Sell |
51,409
-2,438
| -5% | -$60.5K | 0.01% | 689 |
|
|
2024
Q3 | $1.32M | Buy |
53,847
+4,222
| +9% | +$103K | 0.01% | 677 |
|
|
2024
Q2 | $1.16M | Buy |
49,625
+5,672
| +13% | +$133K | 0.01% | 687 |
|
|
2024
Q1 | $1.45M | Buy |
43,953
+5,676
| +15% | +$188K | 0.01% | 616 |
|
|
2023
Q4 | $1.04M | Buy |
38,277
+11,732
| +44% | +$319K | 0.01% | 702 |
|
|
2023
Q3 | $638K | Buy |
26,545
+8,321
| +46% | +$200K | 0.01% | 819 |
|
|
2023
Q2 | $582K | Buy |
18,224
+2,264
| +14% | +$72.3K | 0.01% | 875 |
|
|
2023
Q1 | $489K | Buy |
15,960
+3,922
| +33% | +$120K | 0.01% | 899 |
|
|
2022
Q4 | $471K | Sell |
12,038
-342
| -3% | -$13.4K | 0.01% | 868 |
|
|
2022
Q3 | $590K | Buy |
12,380
+295
| +2% | +$14.1K | 0.01% | 761 |
|
|
2022
Q2 | $468K | Buy |
12,085
+454
| +4% | +$17.6K | 0.01% | 843 |
|
|
2022
Q1 | $666K | Buy |
11,631
+1,333
| +13% | +$76.3K | 0.01% | 775 |
|
|
2021
Q4 | $821K | Hold |
10,298
| – | – | 0.01% | 709 |
|
|
2021
Q3 | $896K | Buy |
+10,298
| New | +$896K | 0.01% | 659 |
|