Beacon Pointe Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.4M | Buy |
206,096
+22,807
| +12% | +$1.39M | 0.07% | 268 |
|
|
2025
Q4 | $11.9M | Sell |
183,289
-6,803
| -4% | -$469K | 0.08% | 219 |
|
|
2025
Q3 | $13.7M | Buy |
190,092
+19,369
| +11% | +$1.45M | 0.12% | 175 |
|
|
2025
Q2 | $11.6M | Buy |
170,723
+43,287
| +34% | +$2.52M | 0.12% | 160 |
|
|
2025
Q1 | $6.92M | Buy |
127,436
+123,985
| +3,593% | +$9.25M | 0.08% | 228 |
|
|
2024
Q4 | $293K | Sell |
3,451
-348
| -9% | -$28.5K | ﹤0.01% | 1016 |
|
|
2024
Q3 | $255K | Sell |
3,799
-293
| -7% | -$18.9K | ﹤0.01% | 1083 |
|
|
2024
Q2 | $264K | Sell |
4,092
-2,743
| -40% | -$192K | ﹤0.01% | 1087 |
|
|
2024
Q1 | $578K | Buy |
6,835
+1,383
| +25% | +$100K | 0.01% | 859 |
|
|
2023
Q4 | $422K | Sell |
5,452
-1,992
| -27% | -$113K | 0.01% | 954 |
|
|
2023
Q3 | $329K | Sell |
7,444
-223
| -3% | -$13.8K | ﹤0.01% | 1026 |
|
|
2023
Q2 | $510K | Sell |
7,667
-2,748
| -26% | -$172K | 0.01% | 709 |
|
|
2023
Q1 | $715K | Buy |
10,415
+34
| +0.3% | +$2.54K | 0.01% | 642 |
|
|
2022
Q4 | $652K | Sell |
10,381
-1,394
| -12% | -$86K | 0.01% | 612 |
|
|
2022
Q3 | $651K | Sell |
11,775
-1,885
| -14% | -$133K | 0.01% | 569 |
|
|
2022
Q2 | $836K | Sell |
13,660
-7,039
| -34% | -$643K | 0.02% | 516 |
|
|
2022
Q1 | $2.81M | Buy |
20,699
+13,617
| +192% | +$1.65M | 0.04% | 375 |
|
|
2021
Q4 | $1.14M | Sell |
7,082
-565
| -7% | -$122K | 0.03% | 356 |
|
|
2021
Q3 | $1.83M | Sell |
7,647
-89
| -1% | -$22.9K | 0.05% | 295 |
|
|
2021
Q2 | $1.89M | Buy |
7,736
+6,519
| +536% | +$1.51M | 0.07% | 231 |
|
|
2021
Q1 | $277K | Sell |
1,217
-39
| -3% | -$9.12K | 0.02% | 402 |
|
|
2020
Q4 | $273K | Buy |
+1,256
| New | +$245K | 0.02% | 385 |
|
Other funds holding XYZ
VCM
VPM
