EverSource Wealth Advisors’s Beam Therapeutics BEAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255 | Sell |
15
-141
| -90% | -$2.4K | ﹤0.01% | 4016 |
|
|
2025
Q1 | $3.05K | Buy |
156
+95
| +156% | +$1.86K | ﹤0.01% | 2721 |
|
|
2024
Q4 | $1.51K | Hold |
61
| – | – | ﹤0.01% | 2823 |
|
|
2024
Q3 | $1.5K | Buy |
61
+13
| +27% | +$319 | ﹤0.01% | 2620 |
|
|
2024
Q2 | $1.52K | Hold |
48
| – | – | ﹤0.01% | 2632 |
|
|
2024
Q1 | $1.02K | Buy |
+48
| New | +$1.02K | ﹤0.01% | 2575 |
|
|
2023
Q4 | – | Sell |
-92
| Closed | -$2.21K | – | 2646 |
|
|
2023
Q3 | $2.21K | Buy |
+92
| New | +$2.21K | ﹤0.01% | 1971 |
|
|
2022
Q2 | – | Sell |
-154
| Closed | -$9K | – | 1718 |
|
|
2022
Q1 | $9K | Hold |
154
| – | – | ﹤0.01% | 999 |
|
|
2021
Q4 | $12K | Buy |
+154
| New | +$12K | ﹤0.01% | 881 |
|