EverSource Wealth Advisors’s Beam Therapeutics BEAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$381	Buy	16 +4	+33%	+$111	﹤0.01%	4108
2025 Q4	$333	Buy	12 +5	+71%	+$128	﹤0.01%	3950
2025 Q3	$170	Sell	7 -8	-53%	-$159	﹤0.01%	4133
2025 Q2	$255	Sell	15 -141	-90%	-$2.46K	﹤0.01%	4024
2025 Q1	$3.05K	Buy	156 +95	+156%	+$2.49K	﹤0.01%	2723
2024 Q4	$1.51K	Hold	61	–	–	﹤0.01%	2823
2024 Q3	$1.5K	Buy	61 +13	+27%	+$336	﹤0.01%	2620
2024 Q2	$1.52K	Hold	48	–	–	﹤0.01%	2632
2024 Q1	$1.02K	Buy	+48	New	+$1.5K	﹤0.01%	2575
2023 Q4	–	Sell	-92	Closed	-$2.21K	–	2646
2023 Q3	$2.21K	Buy	+92	New	+$2.47K	﹤0.01%	1971
2022 Q2	–	Sell	-154	Closed	-$9K	–	1717
2022 Q1	$9K	Hold	154	–	–	﹤0.01%	999
2021 Q4	$12K	Buy	+154	New	+$13.2K	﹤0.01%	881