AWM
XYZ
Accurate Wealth Management’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
57,719
+9,160
| +19% | +$630K | 0.61% | 30 |
|
|
2025
Q1 | $2.62M | Buy |
48,559
+20,290
| +72% | +$1.09M | 0.5% | 51 |
|
|
2024
Q4 | $2.33M | Buy |
28,269
+7,338
| +35% | +$606K | 0.45% | 63 |
|
|
2024
Q3 | $1.5M | Buy |
20,931
+6,237
| +42% | +$448K | 0.3% | 86 |
|
|
2024
Q2 | $1.06M | Buy |
14,694
+5,123
| +54% | +$369K | 0.25% | 89 |
|
|
2024
Q1 | $674K | Buy |
9,571
+4,947
| +107% | +$348K | 0.2% | 115 |
|
|
2023
Q4 | $314K | Buy |
+4,624
| New | +$314K | 0.1% | 194 |
|
|
2023
Q1 | – | Sell |
-590
| Closed | -$41.3K | – | 1527 |
|
|
2022
Q4 | $41.3K | Buy |
+590
| New | +$41.3K | 0.02% | 497 |
|
|
2022
Q1 | – | Sell |
-1,073
| Closed | -$228K | – | 198 |
|
|
2021
Q4 | $228K | Sell |
1,073
-7
| -0.6% | -$1.49K | 0.19% | 128 |
|
|
2021
Q3 | $260K | Buy |
1,080
+18
| +2% | +$4.33K | 0.23% | 113 |
|
|
2021
Q2 | $259K | Buy |
+1,062
| New | +$259K | 0.23% | 110 |
|