Acorn Financial Advisory Services’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
Q2 | $506K | Sell |
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|
2025
Q1 | $415K | Sell |
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|
2024
Q4 | $696K | Sell |
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|
2024
Q3 | $579K | Sell |
|
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|
2024
Q2 | $705K | Sell |
|
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $950K | Sell |
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|
2023
Q3 | $880K | Sell |
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|
2023
Q2 | $1.9M | Buy |
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|
2023
Q1 | $1.71M | Buy |
|
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.38M | Buy |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $2.64M | Sell |
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|
2021
Q4 | $5.62M | Sell |
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|
2021
Q3 | $11.1M | Buy |
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|
2021
Q2 | $10.9M | Buy |
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|
2021
Q1 | $9.74M | Buy |
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|
2020
Q4 | $8.06M | Buy |
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|
2020
Q3 | $5.96M | Buy |
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|
2020
Q2 | $978K | Buy |
|