Beacon Capital Management LLC (Tennessee)’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6K | Sell |
229
-107
| -32% | -$7.27K | ﹤0.01% | 543 |
|
|
2025
Q1 | $18.3K | Buy |
336
+107
| +47% | +$5.81K | ﹤0.01% | 491 |
|
|
2024
Q4 | $19.5K | Hold |
229
| – | – | ﹤0.01% | 476 |
|
|
2024
Q3 | $15.4K | Hold |
229
| – | – | ﹤0.01% | 555 |
|
|
2024
Q2 | $14.8K | Hold |
229
| – | – | ﹤0.01% | 501 |
|
|
2024
Q1 | $19.4K | Sell |
229
-15
| -6% | -$1.27K | ﹤0.01% | 458 |
|
|
2023
Q4 | $10.8K | Hold |
244
| – | – | ﹤0.01% | 505 |
|
|
2023
Q3 | $16.2K | Hold |
244
| – | – | ﹤0.01% | 448 |
|
|
2023
Q2 | $16.2K | Buy |
244
+10
| +4% | +$666 | ﹤0.01% | 448 |
|
|
2023
Q1 | $16.1K | Hold |
234
| – | – | ﹤0.01% | 399 |
|
|
2022
Q4 | $14.7K | Sell |
234
-91
| -28% | -$5.72K | 0.01% | 426 |
|
|
2022
Q3 | $20K | Sell |
325
-4
| -1% | -$246 | 0.01% | 347 |
|
|
2022
Q2 | $46K | Hold |
329
| – | – | 0.01% | 254 |
|
|
2022
Q1 | $46K | Buy |
+329
| New | +$46K | 0.01% | 254 |
|