Private Wealth Management Group’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 | $392 | Sell |
23
-42
| -65% | -$716 | ﹤0.01% | 1436 |
|
|
2025
Q1 | $1.27K | Hold |
65
| – | – | ﹤0.01% | 1203 |
|
|
2024
Q4 | $1.61K | Hold |
65
| – | – | ﹤0.01% | 1163 |
|
|
2024
Q3 | $1.59K | Sell |
65
-34
| -34% | -$833 | ﹤0.01% | 1149 |
|
|
2024
Q2 | $2.32K | Hold |
99
| – | – | ﹤0.01% | 994 |
|
|
2024
Q1 | $3.27K | Hold |
99
| – | – | ﹤0.01% | 779 |
|
|
2023
Q4 | $2.7K | Buy |
+99
| New | +$2.7K | ﹤0.01% | 849 |
|