Bear Mountain Capital’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
Sell
-8
Closed -$476 344
2025
Q1
$476 Sell
8
-2
-20% -$119 ﹤0.01% 259
2024
Q4
$878 Buy
+10
New +$878 ﹤0.01% 140