Advisornet Financial’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
Q3 | $52.2K | Buy |
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|
2025
Q2 | $45.6K | Buy |
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|
2025
Q1 | $22.7K | Buy |
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|
2024
Q4 | $24.3K | Sell |
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|
2024
Q3 | $21.5K | Sell |
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|
2024
Q2 | $71.3K | Sell |
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|
2024
Q1 | $231K | Buy |
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|
2023
Q4 | $177K | Sell |
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|
2023
Q3 | $128K | Sell |
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|
2023
Q2 | $194K | Sell |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $215K | Sell |
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|
2022
Q3 | $698K | Buy |
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|
2022
Q2 | $761K | Buy |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $2.03M | Buy |
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|
2021
Q2 | $2.02M | Sell |
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|
2021
Q1 | $2.08M | Buy |
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|
2020
Q4 | $1.82M | Sell |
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|
2020
Q3 | $1.49M | Sell |
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|
2020
Q2 | $1.17M | Sell |
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|
2020
Q1 | $650K | Buy |
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|
2019
Q4 | $725K | Sell |
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|
2019
Q3 | $877K | Buy |
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|
2019
Q2 | $677K | Buy |
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|
2019
Q1 | $689K | Buy |
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|
2018
Q4 | $512K | Sell |
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|
2018
Q3 | $924K | Sell |
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|
2018
Q2 | $680K | Sell |
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|
2018
Q1 | $555K | Sell |
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|
2017
Q4 | $403K | Buy |
|