Nisa Investment 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
Q2 | $15.5K | Sell |
911
-12
| -1% | -$204 | ﹤0.01% | 2064 |
|
|
2025
Q1 | $18K | Sell |
923
-114
| -11% | -$2.23K | ﹤0.01% | 1923 |
|
|
2024
Q4 | $25.7K | Buy |
1,037
+120
| +13% | +$2.98K | ﹤0.01% | 1863 |
|
|
2024
Q3 | $22.5K | Buy |
917
+193
| +27% | +$4.73K | ﹤0.01% | 1879 |
|
|
2024
Q2 | $17K | Sell |
724
-49
| -6% | -$1.15K | ﹤0.01% | 2003 |
|
|
2024
Q1 | $25.5K | Buy |
773
+122
| +19% | +$4.03K | ﹤0.01% | 1814 |
|
|
2023
Q4 | $17.7K | Sell |
651
-2,661
| -80% | -$72.4K | ﹤0.01% | 1913 |
|
|
2023
Q3 | $79.7K | Buy |
3,312
+1,364
| +70% | +$32.8K | ﹤0.01% | 1583 |
|
|
2023
Q2 | $62.2K | Buy |
1,948
+193
| +11% | +$6.16K | ﹤0.01% | 1674 |
|
|
2023
Q1 | $54K | Buy |
1,755
+14
| +0.8% | +$431 | ﹤0.01% | 1693 |
|
|
2022
Q4 | $68K | Buy |
1,741
+287
| +20% | +$11.2K | ﹤0.01% | 1679 |
|
|
2022
Q3 | $64K | Buy |
1,454
+344
| +31% | +$15.1K | ﹤0.01% | 1652 |
|
|
2022
Q2 | $43K | Sell |
1,110
-280
| -20% | -$10.8K | ﹤0.01% | 1774 |
|
|
2022
Q1 | $80K | Sell |
1,390
-120
| -8% | -$6.91K | ﹤0.01% | 1697 |
|
|
2021
Q4 | $105K | Sell |
1,510
-5,090
| -77% | -$354K | ﹤0.01% | 1498 |
|
|
2021
Q3 | $574 | Buy |
6,600
+4,800
| +267% | +$417 | ﹤0.01% | 1082 |
|
|
2021
Q2 | $232 | Hold |
1,800
| – | – | ﹤0.01% | 1355 |
|
|
2021
Q1 | $144 | Hold |
1,800
| – | – | ﹤0.01% | 1596 |
|
|
2020
Q4 | $147K | Buy |
+1,800
| New | +$147K | ﹤0.01% | 1589 |
|