Fairfield Financial 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
Q1 | – | Sell |
-780
| Closed | -$19.3K | – | 83 |
|
|
2024
Q4 | $19.3K | Sell |
780
-245
| -24% | -$6.08K | 0.01% | 173 |
|
|
2024
Q3 | $25.1K | Sell |
1,025
-80
| -7% | -$1.96K | 0.01% | 175 |
|
|
2024
Q2 | $25.9K | Buy |
+1,105
| New | +$25.9K | 0.01% | 164 |
|
|
2023
Q4 | $30.1K | Hold |
1,105
| – | – | 0.01% | 179 |
|
|
2023
Q3 | $26.6K | Hold |
1,105
| – | – | 0.01% | 170 |
|
|
2023
Q2 | $35.3K | Sell |
1,105
-160
| -13% | -$5.11K | 0.01% | 167 |
|
|
2023
Q1 | $38.1K | Hold |
1,265
| – | – | 0.02% | 157 |
|
|
2022
Q4 | $49.5K | Hold |
1,265
| – | – | 0.02% | 132 |
|
|
2022
Q3 | $60.3K | Hold |
1,265
| – | – | 0.03% | 107 |
|
|
2022
Q2 | $49K | Sell |
1,265
-80
| -6% | -$3.1K | 0.02% | 115 |
|
|
2022
Q1 | $77.1K | Buy |
+1,345
| New | +$77.1K | 0.03% | 101 |
|