Accurate 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 | $4.19M | Sell |
|
|||||
|
2025
Q2 | $3.97M | Buy |
|
|||||
|
2025
Q1 | $2.62M | Buy |
|
|||||
|
2024
Q4 | $2.33M | Buy |
|
|||||
|
2024
Q3 | $1.5M | Buy |
|
|||||
|
2024
Q2 | $1.06M | Buy |
|
|||||
|
2024
Q1 | $674K | Buy |
|
|||||
|
2023
Q4 | $314K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $41.3K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $228K | Sell |
|
|||||
|
2021
Q3 | $260K | Buy |
|
|||||
|
2021
Q2 | $259K | Buy |
|