Abound Wealth Management’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
$3.31K Buy
2025
Q2
$1K Buy
2025
Q1
$284 Sell
2024
Q4
$616 Sell
2024
Q3
$28.7K Buy
2024
Q2
$1.63K Hold
2024
Q1
$2.13K Sell
2023
Q4
$3.02K Sell
2023
Q3
$7.92K Hold
2023
Q2
$11.9K Hold
2023
Q1
$12.3K Sell
2022
Q4
$15.4K Sell
2022
Q3
$14.7K Buy