AFAS
XYZ
Acorn Financial Advisory Services’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Sell |
7,451
-188
| -2% | -$12.8K | 0.08% | 117 |
|
|
2025
Q1 | $415K | Sell |
7,639
-544
| -7% | -$29.6K | 0.08% | 120 |
|
|
2024
Q4 | $696K | Sell |
8,183
-442
| -5% | -$37.6K | 0.11% | 89 |
|
|
2024
Q3 | $579K | Sell |
8,625
-2,303
| -21% | -$155K | 0.1% | 95 |
|
|
2024
Q2 | $705K | Sell |
10,928
-946
| -8% | -$61K | 0.13% | 83 |
|
|
2024
Q1 | $1M | Sell |
11,874
-411
| -3% | -$34.8K | 0.19% | 72 |
|
|
2023
Q4 | $950K | Sell |
12,285
-7,592
| -38% | -$587K | 0.17% | 92 |
|
|
2023
Q3 | $880K | Sell |
19,877
-8,726
| -31% | -$386K | 0.16% | 98 |
|
|
2023
Q2 | $1.9M | Buy |
28,603
+3,752
| +15% | +$250K | 0.34% | 43 |
|
|
2023
Q1 | $1.71M | Buy |
24,851
+4,785
| +24% | +$328K | 0.33% | 43 |
|
|
2022
Q4 | $1.26M | Sell |
20,066
-4,973
| -20% | -$313K | 0.27% | 50 |
|
|
2022
Q3 | $1.38M | Buy |
25,039
+4,491
| +22% | +$247K | 0.33% | 43 |
|
|
2022
Q2 | $1.26M | Buy |
20,548
+1,101
| +6% | +$67.7K | 0.3% | 48 |
|
|
2022
Q1 | $2.64M | Sell |
19,447
-15,327
| -44% | -$2.08M | 0.53% | 24 |
|
|
2021
Q4 | $5.62M | Sell |
34,774
-11,525
| -25% | -$1.86M | 1.12% | 13 |
|
|
2021
Q3 | $11.1M | Buy |
46,299
+1,629
| +4% | +$391K | 3.44% | 5 |
|
|
2021
Q2 | $10.9M | Buy |
44,670
+1,767
| +4% | +$431K | 3.21% | 5 |
|
|
2021
Q1 | $9.74M | Buy |
42,903
+5,848
| +16% | +$1.33M | 3.56% | 5 |
|
|
2020
Q4 | $8.06M | Buy |
37,055
+396
| +1% | +$86.2K | 3.17% | 4 |
|
|
2020
Q3 | $5.96M | Buy |
36,659
+27,337
| +293% | +$4.44M | 3.12% | 3 |
|
|
2020
Q2 | $978K | Buy |
+9,322
| New | +$978K | 0.68% | 43 |
|