Beam Wealth Advisors, Inc. Strategy Shs Transaction History

Beam Wealth Advisors, Inc.

$306 Million
Q4 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in Strategy Shs stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 37,056 shares of HNDL stock, worth $802,632. This represents 0.26% of its overall portfolio holdings.

Number of Shares

37,056

Previous 36,654 1.1%

Holding current value

$802,632

Previous $815,000 3.07%

% of portfolio

0.26%

Previous 0.25%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$21.25 - $22.4 $8,542 - $9,004	402 Added 1.1%	37,056 $790,000
Q3 2024 Nov 04, 2024	SELL	$20.96 - $22.29 $11,150 - $11,858	-532 Reduced 1.43%	36,654 $815,000
Q2 2024 Aug 07, 2024	SELL	$20.06 - $21.21 $22,386 - $23,670	-1,116 Reduced 2.91%	37,186 $785,000
Q1 2024 Apr 30, 2024	SELL	$20.3 - $21.22 $55,764 - $58,291	-2,747 Reduced 6.69%	38,302 $812,000
Q4 2023 Jan 30, 2024	SELL	$18.32 - $20.79 $42,429 - $48,149	-2,316 Reduced 5.34%	41,049 $848,000
Q3 2023 Oct 26, 2023	SELL	$19.09 - $20.66 $534 - $578	-28 Reduced 0.06%	43,365 $828,000
Q2 2023 Jul 26, 2023	SELL	$19.67 - $20.41 $22,423 - $23,267	-1,140 Reduced 2.56%	43,393 $882,000
Q1 2023 Apr 26, 2023	BUY	$19.55 - $21.07 $13,528 - $14,580	692 Added 1.58%	44,533 $900,000
Q4 2022 Jan 20, 2023	BUY	$18.7 - $20.71 $75,884 - $84,041	4,058 Added 10.2%	43,841 $0
Q3 2022 Oct 20, 2022	BUY	$19.12 - $22.58 $31,337 - $37,008	1,639 Added 4.3%	39,783 $764,000
Q2 2022 Aug 01, 2022	SELL	$19.94 - $24.21 $9,092 - $11,039	-456 Reduced 1.18%	38,144 $786,000
Q1 2022 Apr 26, 2022	SELL	$22.88 - $26.0 $66,946 - $76,076	-2,926 Reduced 7.05%	38,600 $931,000
Q4 2021 Jan 14, 2022	BUY	$25.0 - $26.22 $42,225 - $44,285	1,689 Added 4.24%	41,526 $1.08 Million
Q3 2021 Oct 14, 2021	BUY	$24.94 - $25.94 $96,916 - $100,802	3,886 Added 10.81%	39,837 $994,000
Q2 2021 Jul 13, 2021	BUY	$24.8 - $25.66 $187,612 - $194,117	7,565 Added 26.65%	35,951 $921,000
Q1 2021 May 17, 2021	BUY	$24.48 - $25.72 $130,478 - $137,087	5,330 Added 23.12%	28,386 $702,000
Q4 2020 Jan 26, 2021	BUY	$24.24 - $25.55 $84,330 - $88,888	3,479 Added 17.77%	23,056 $589,000
Q3 2020 Oct 07, 2020	BUY	$24.23 - $25.47 $10,830 - $11,385	447 Added 2.34%	19,577 $482,000
Q2 2020 Jul 07, 2020	BUY	$21.29 - $24.38 $15,775 - $18,065	741 Added 4.03%	19,130 $467,000
Q1 2020 Apr 08, 2020	BUY	$19.79 - $24.95 $137,322 - $173,128	6,939 Added 60.6%	18,389 $405,000
Q4 2019 Feb 14, 2020	BUY	$24.0 - $24.38 $274,800 - $279,151	11,450 New	11,450 $279,000

Others Institutions Holding HNDL

# of Institutions

120

Shares Held

4.18M

Call Options Held

Put Options Held

3.7K

View Full List

About STRATEGY SHS

Ticker HNDL
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Beam Wealth Advisors, Inc. Strategy Shs Transaction History