Beacon Capital Management LLC (Tennessee)’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.5K Buy
50
+6
+14% +$2.7K ﹤0.01% 484
2025
Q1
$20.1K Hold
44
﹤0.01% 479
2024
Q4
$21.2K Buy
44
+2
+5% +$963 ﹤0.01% 463
2024
Q3
$19.3K Buy
42
+36
+600% +$16.6K ﹤0.01% 496
2024
Q2
$2.46K Hold
6
﹤0.01% 830
2024
Q1
$2.73K Buy
+6
New +$2.73K ﹤0.01% 818