Acropolis Investment Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,491
| Closed | -$127K | – | 306 |
|
|
2024
Q4 | $127K | Hold |
1,491
| – | – | 0.01% | 285 |
|
|
2024
Q3 | $100K | Sell |
1,491
-161
| -10% | -$10.8K | 0.01% | 298 |
|
|
2024
Q2 | $107K | Hold |
1,652
| – | – | 0.01% | 283 |
|
|
2024
Q1 | $140K | Buy |
1,652
+5
| +0.3% | +$423 | 0.01% | 245 |
|
|
2023
Q4 | $127K | Buy |
+1,647
| New | +$127K | 0.01% | 260 |
|
|
2023
Q3 | – | Sell |
-1,682
| Closed | -$112K | – | 280 |
|
|
2023
Q2 | $112K | Sell |
1,682
-40
| -2% | -$2.66K | 0.01% | 247 |
|
|
2023
Q1 | $118K | Sell |
1,722
-99
| -5% | -$6.8K | 0.01% | 245 |
|
|
2022
Q4 | $114K | Buy |
1,821
+2
| +0.1% | +$126 | 0.01% | 236 |
|
|
2022
Q3 | $100K | Sell |
1,819
-15
| -0.8% | -$825 | 0.01% | 238 |
|
|
2022
Q2 | $113K | Sell |
1,834
-25
| -1% | -$1.54K | 0.01% | 229 |
|
|
2022
Q1 | $252K | Buy |
1,859
+48
| +3% | +$6.51K | 0.02% | 166 |
|
|
2021
Q4 | $292K | Buy |
1,811
+27
| +2% | +$4.35K | 0.03% | 157 |
|
|
2021
Q3 | $427K | Sell |
1,784
-75
| -4% | -$18K | 0.05% | 130 |
|
|
2021
Q2 | $453K | Hold |
1,859
| – | – | 0.04% | 129 |
|
|
2021
Q1 | $422K | Sell |
1,859
-50
| -3% | -$11.4K | 0.04% | 132 |
|
|
2020
Q4 | $415K | Hold |
1,909
| – | – | 0.05% | 122 |
|
|
2020
Q3 | $310K | Hold |
1,909
| – | – | 0.04% | 129 |
|
|
2020
Q2 | $200K | Sell |
1,909
-100
| -5% | -$10.5K | 0.03% | 149 |
|
|
2020
Q1 | $105K | Buy |
+2,009
| New | +$105K | 0.02% | 176 |
|