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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
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|
2025
Q1 | $6.92M | Buy |
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|
2024
Q4 | $293K | Sell |
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $264K | Sell |
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|
2024
Q1 | $578K | Buy |
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|
2023
Q4 | $422K | Sell |
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|
2023
Q3 | $329K | Sell |
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|
2023
Q2 | $510K | Sell |
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|
2023
Q1 | $715K | Buy |
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|
2022
Q4 | $652K | Sell |
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|
2022
Q3 | $651K | Sell |
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|
2022
Q2 | $836K | Sell |
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|
2022
Q1 | $2.81M | Buy |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.83M | Sell |
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|
2021
Q2 | $1.89M | Buy |
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|
2021
Q1 | $277K | Sell |
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|
2020
Q4 | $273K | Buy |
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