TwinBeech 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
$265K Sell
3,894
-61,782
-94% -$4.2M 0.01% 568
2025
Q1
$3.57M Sell
65,676
-758,801
-92% -$41.2M 0.06% 301
2024
Q4
$70.1M Sell
824,477
-12,655
-2% -$1.08M 1.2% 5
2024
Q3
$56.2M Buy
+837,132
New +$56.2M 1.07% 11
2024
Q1
Sell
-488,683
Closed -$37.8M 910
2023
Q4
$37.8M Buy
+488,683
New +$37.8M 0.61% 41
2023
Q3
Sell
-826,641
Closed -$55M 943
2023
Q2
$55M Buy
+826,641
New +$55M 1.09% 12
2022
Q2
Sell
-71,188
Closed -$9.65M 755
2022
Q1
$9.65M Buy
+71,188
New +$9.65M 0.43% 70
2021
Q3
Sell
-13,288
Closed -$3.24M 792
2021
Q2
$3.24M Buy
13,288
+8,074
+155% +$1.97M 0.39% 81
2021
Q1
$1.18M Buy
5,214
+2,724
+109% +$619K 0.17% 172
2020
Q4
$542K Sell
2,490
-1,884
-43% -$410K 0.09% 273
2020
Q3
$711K Sell
4,374
-41,733
-91% -$6.78M 0.15% 206
2020
Q2
$4.84M Buy
+46,107
New +$4.84M 1.06% 7