1620 Investment 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
Q3
$26.7K Sell
2025
Q2
$27.4K Sell
2025
Q1
$75.7K Sell
2024
Q4
$126K Buy
2024
Q3
$510 Buy
2023
Q4
Sell
2023
Q3
$440K Buy
2023
Q2
Sell
2023
Q1
$355K Buy