Addison Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7K | Hold |
246
| – | – | ﹤0.01% | 562 |
|
|
2025
Q1 | $13.4K | Hold |
246
| – | – | ﹤0.01% | 538 |
|
|
2024
Q4 | $20.9K | Hold |
246
| – | – | 0.01% | 498 |
|
|
2024
Q3 | $16.5K | Sell |
246
-251
| -51% | -$16.9K | ﹤0.01% | 532 |
|
|
2024
Q2 | $32.1K | Sell |
497
-8
| -2% | -$516 | 0.01% | 425 |
|
|
2024
Q1 | $42.7K | Hold |
505
| – | – | 0.01% | 383 |
|
|
2023
Q4 | $39.1K | Hold |
505
| – | – | 0.02% | 387 |
|
|
2023
Q3 | $22.4K | Hold |
505
| – | – | 0.01% | 411 |
|
|
2023
Q2 | $33.6K | Hold |
505
| – | – | 0.02% | 363 |
|
|
2023
Q1 | $34.7K | Hold |
505
| – | – | 0.02% | 339 |
|
|
2022
Q4 | $31.7K | Hold |
505
| – | – | 0.02% | 328 |
|
|
2022
Q3 | $28K | Buy |
505
+66
| +15% | +$3.66K | 0.02% | 321 |
|
|
2022
Q2 | $27K | Hold |
439
| – | – | 0.02% | 333 |
|
|
2022
Q1 | $60K | Buy |
439
+274
| +166% | +$37.4K | 0.03% | 262 |
|
|
2021
Q4 | $27K | Buy |
+165
| New | +$27K | 0.02% | 312 |
|