Aaron Wealth 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 | $555K | Buy |
|
|||||
|
2025
Q2 | $381K | Buy |
|
|||||
|
2025
Q1 | $283K | Sell |
|
|||||
|
2024
Q4 | $484K | Buy |
|
|||||
|
2024
Q3 | $365K | Buy |
|
|||||
|
2024
Q2 | $319K | Buy |
|
|||||
|
2024
Q1 | $409K | Buy |
|
|||||
|
2023
Q4 | $362K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $282K | Sell |
|
|||||
|
2023
Q1 | $353K | Sell |
|
|||||
|
2022
Q4 | $334K | Sell |
|
|||||
|
2022
Q3 | $1.17M | Buy |
|
|||||
|
2022
Q2 | $303K | Sell |
|
|||||
|
2022
Q1 | $4.42M | Buy |
|
|||||
|
2021
Q4 | $757K | Buy |
|
|||||
|
2021
Q3 | $1.12M | Sell |
|
|||||
|
2021
Q2 | $1.14M | Buy |
|
|||||
|
2021
Q1 | $1.05M | Buy |
|
|||||
|
2020
Q4 | $1M | Buy |
|