Steward Partners Investment Advisory’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 | $5.1K | Hold |
300
| – | – | ﹤0.01% | 3476 |
|
|
2025
Q1 | $5.86K | Hold |
300
| – | – | ﹤0.01% | 3330 |
|
|
2024
Q4 | $7.44K | Hold |
300
| – | – | ﹤0.01% | 3220 |
|
|
2024
Q3 | $7.35K | Hold |
300
| – | – | ﹤0.01% | 3065 |
|
|
2024
Q2 | $7.03K | Hold |
300
| – | – | ﹤0.01% | 2931 |
|
|
2024
Q1 | $9.91K | Hold |
300
| – | – | ﹤0.01% | 2813 |
|
|
2023
Q4 | $8.17K | Buy |
+300
| New | +$8.17K | ﹤0.01% | 2786 |
|
|
2021
Q2 | – | Sell |
-250
| Closed | -$20K | – | 7106 |
|
|
2021
Q1 | $20K | Buy |
+250
| New | +$20K | ﹤0.01% | 2486 |
|