1WM
XYZ

1858 Wealth Management’s Block, Inc. XYZ Stock Holding History

1858 Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,792
Closed -$662K – 135
2024
Q4 		$662K Buy
+7,792
New +$662K 0.52% 56