Activest Wealth Management’s Block Inc XYZ Stock Holding History

Activest Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-115	Closed	-$8.31K	–	1410
2025 Q3	$8.31K	Buy	115 +20	+21%	+$1.5K	﹤0.01%	549
2025 Q2	$6.45K	Sell	95 -5	-5%	-$291	﹤0.01%	512
2025 Q1	$5.43K	Buy	100 +3	+3%	+$224	﹤0.01%	492
2024 Q4	$8.24K	Buy	97 +2	+2%	+$164	﹤0.01%	338
2024 Q3	$6.38K	Hold	95	–	–	﹤0.01%	349
2024 Q2	$6.13K	Sell	95 -70	-42%	-$4.9K	﹤0.01%	332
2024 Q1	$14K	Buy	165 +43	+35%	+$3.11K	0.01%	197
2023 Q4	$9.44K	Buy	122 +80	+190%	+$4.52K	0.01%	198
2023 Q3	$1.86K	Buy	+42	New	+$2.6K	﹤0.01%	276
2023 Q2	–	Sell	-42	Closed	-$2.88K	–	441
2023 Q1	$2.88K	Buy	+42	New	+$3.14K	﹤0.01%	237
2022 Q3	–	Sell	-42	Closed	-$3K	–	628
2022 Q2	$3K	Hold	42	–	–	﹤0.01%	316
2022 Q1	$6K	Hold	42	–	–	﹤0.01%	252
2021 Q4	$7K	Buy	+42	New	+$9.1K	﹤0.01%	240
2021 Q3	–	Sell	-19	Closed	-$5K	–	416
2021 Q2	$5K	Hold	19	–	–	﹤0.01%	267
2021 Q1	$4K	Buy	+19	New	+$4.44K	﹤0.01%	259

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return