LPL Financial’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 | $616K | Buy |
36,233
+6,776
| +23% | +$115K | ﹤0.01% | 4144 |
|
2025
Q1 | $575K | Buy |
29,457
+1,759
| +6% | +$34.4K | ﹤0.01% | 3983 |
|
2024
Q4 | $687K | Buy |
27,698
+1,462
| +6% | +$36.3K | ﹤0.01% | 3771 |
|
2024
Q3 | $643K | Sell |
26,236
-196
| -0.7% | -$4.8K | ﹤0.01% | 3730 |
|
2024
Q2 | $619K | Buy |
26,432
+2,536
| +11% | +$59.4K | ﹤0.01% | 3627 |
|
2024
Q1 | $790K | Buy |
23,896
+2,132
| +10% | +$70.4K | ﹤0.01% | 3363 |
|
2023
Q4 | $592K | Buy |
21,764
+5,576
| +34% | +$152K | ﹤0.01% | 3494 |
|
2023
Q3 | $389K | Sell |
16,188
-11,831
| -42% | -$285K | ﹤0.01% | 3651 |
|
2023
Q2 | $895K | Buy |
28,019
+4,535
| +19% | +$145K | ﹤0.01% | 2906 |
|
2023
Q1 | $719K | Buy |
23,484
+5,677
| +32% | +$174K | ﹤0.01% | 3018 |
|
2022
Q4 | $696K | Buy |
17,807
+2,907
| +20% | +$114K | ﹤0.01% | 2947 |
|
2022
Q3 | $710K | Sell |
14,900
-6,513
| -30% | -$310K | ﹤0.01% | 2806 |
|
2022
Q2 | $829K | Buy |
21,413
+3,120
| +17% | +$121K | ﹤0.01% | 2729 |
|
2022
Q1 | $1.05M | Buy |
18,293
+3,868
| +27% | +$222K | ﹤0.01% | 2569 |
|
2021
Q4 | $1.15M | Sell |
14,425
-2,528
| -15% | -$202K | ﹤0.01% | 2534 |
|
2021
Q3 | $1.48M | Buy |
16,953
+31
| +0.2% | +$2.7K | ﹤0.01% | 2271 |
|
2021
Q2 | $2.18M | Buy |
16,922
+10,970
| +184% | +$1.41M | ﹤0.01% | 1902 |
|
2021
Q1 | $476K | Buy |
5,952
+2,221
| +60% | +$178K | ﹤0.01% | 3051 |
|
2020
Q4 | $305K | Buy |
+3,731
| New | +$305K | ﹤0.01% | 3172 |
|