Aaron Wealth Advisors’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 | $381K | Buy |
5,605
+389
| +7% | +$26.4K | 0.04% | 304 |
|
|
2025
Q1 | $283K | Sell |
5,216
-481
| -8% | -$26.1K | 0.03% | 337 |
|
|
2024
Q4 | $484K | Buy |
5,697
+253
| +5% | +$21.5K | 0.06% | 211 |
|
|
2024
Q3 | $365K | Buy |
5,444
+490
| +10% | +$32.9K | 0.04% | 256 |
|
|
2024
Q2 | $319K | Buy |
4,954
+123
| +3% | +$7.93K | 0.04% | 224 |
|
|
2024
Q1 | $409K | Buy |
4,831
+157
| +3% | +$13.3K | 0.06% | 176 |
|
|
2023
Q4 | $362K | Buy |
+4,674
| New | +$362K | 0.06% | 166 |
|
|
2023
Q3 | – | Sell |
-4,239
| Closed | -$282K | – | 278 |
|
|
2023
Q2 | $282K | Sell |
4,239
-900
| -18% | -$59.9K | 0.04% | 211 |
|
|
2023
Q1 | $353K | Sell |
5,139
-180
| -3% | -$12.4K | 0.05% | 187 |
|
|
2022
Q4 | $334K | Sell |
5,319
-15,913
| -75% | -$1,000K | 0.05% | 183 |
|
|
2022
Q3 | $1.17M | Buy |
21,232
+16,290
| +330% | +$896K | 0.22% | 70 |
|
|
2022
Q2 | $303K | Sell |
4,942
-594,274
| -99% | -$36.4M | 0.08% | 149 |
|
|
2022
Q1 | $4.42M | Buy |
599,216
+594,525
| +12,674% | +$4.38M | 0.06% | 135 |
|
|
2021
Q4 | $757K | Buy |
4,691
+10
| +0.2% | +$1.61K | 0.21% | 71 |
|
|
2021
Q3 | $1.12M | Sell |
4,681
-10
| -0.2% | -$2.4K | 0.32% | 43 |
|
|
2021
Q2 | $1.14M | Buy |
4,691
+57
| +1% | +$13.9K | 0.38% | 44 |
|
|
2021
Q1 | $1.05M | Buy |
4,634
+21
| +0.5% | +$4.77K | 0.39% | 46 |
|
|
2020
Q4 | $1M | Buy |
+4,613
| New | +$1M | 0.37% | 46 |
|