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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.69K | Sell |
161
-2,561
| -94% | -$156K | ﹤0.01% | 1547 |
|
|
2025
Q4 | $177K | Buy |
2,722
+2,000
| +277% | +$138K | 0.01% | 634 |
|
|
2025
Q3 | $52.2K | Buy |
722
+50
| +7% | +$3.74K | ﹤0.01% | 1010 |
|
|
2025
Q2 | $45.6K | Buy |
672
+254
| +61% | +$14.8K | ﹤0.01% | 1028 |
|
|
2025
Q1 | $22.7K | Buy |
418
+132
| +46% | +$9.85K | ﹤0.01% | 1152 |
|
|
2024
Q4 | $24.3K | Sell |
286
-35
| -11% | -$2.87K | ﹤0.01% | 1076 |
|
|
2024
Q3 | $21.5K | Sell |
321
-785
| -71% | -$50.7K | ﹤0.01% | 1171 |
|
|
2024
Q2 | $71.3K | Sell |
1,106
-1,621
| -59% | -$113K | 0.01% | 716 |
|
|
2024
Q1 | $231K | Buy |
2,727
+444
| +19% | +$32.1K | 0.02% | 442 |
|
|
2023
Q4 | $177K | Sell |
2,283
-601
| -21% | -$34K | 0.02% | 496 |
|
|
2023
Q3 | $128K | Sell |
2,884
-36
| -1% | -$2.23K | 0.01% | 551 |
|
|
2023
Q2 | $194K | Sell |
2,920
-285
| -9% | -$17.8K | 0.02% | 479 |
|
|
2023
Q1 | $220K | Sell |
3,205
-212
| -6% | -$15.9K | 0.02% | 448 |
|
|
2022
Q4 | $215K | Sell |
3,417
-9,284
| -73% | -$573K | 0.02% | 458 |
|
|
2022
Q3 | $698K | Buy |
12,701
+316
| +3% | +$22.4K | 0.07% | 268 |
|
|
2022
Q2 | $761K | Buy |
12,385
+3,759
| +44% | +$343K | 0.07% | 250 |
|
|
2022
Q1 | $1.17M | Sell |
8,626
-11
| -0.1% | -$1.33K | 0.07% | 225 |
|
|
2021
Q4 | $1.4M | Buy |
8,637
+156
| +2% | +$33.8K | 0.09% | 204 |
|
|
2021
Q3 | $2.03M | Buy |
8,481
+196
| +2% | +$50.3K | 0.14% | 140 |
|
|
2021
Q2 | $2.02M | Sell |
8,285
-864
| -9% | -$200K | 0.13% | 150 |
|
|
2021
Q1 | $2.08M | Buy |
9,149
+771
| +9% | +$180K | 0.15% | 151 |
|
|
2020
Q4 | $1.82M | Sell |
8,378
-771
| -8% | -$150K | 0.15% | 146 |
|
|
2020
Q3 | $1.49M | Sell |
9,149
-1,949
| -18% | -$275K | 0.13% | 167 |
|
|
2020
Q2 | $1.17M | Sell |
11,098
-1,319
| -11% | -$101K | 0.09% | 193 |
|
|
2020
Q1 | $650K | Buy |
12,417
+825
| +7% | +$56.4K | 0.06% | 254 |
|
|
2019
Q4 | $725K | Sell |
11,592
-2,571
| -18% | -$164K | 0.06% | 268 |
|
|
2019
Q3 | $877K | Buy |
14,163
+4,825
| +52% | +$328K | 0.08% | 233 |
|
|
2019
Q2 | $677K | Buy |
9,338
+140
| +2% | +$9.78K | 0.07% | 261 |
|
|
2019
Q1 | $689K | Buy |
9,198
+63
| +0.7% | +$4.57K | 0.08% | 230 |
|
|
2018
Q4 | $512K | Sell |
9,135
-200
| -2% | -$14.1K | 0.07% | 245 |
|
|
2018
Q3 | $924K | Sell |
9,335
-1,700
| -15% | -$131K | 0.12% | 168 |
|
|
2018
Q2 | $680K | Sell |
11,035
-240
| -2% | -$13.2K | 0.09% | 191 |
|
|
2018
Q1 | $555K | Sell |
11,275
-360
| -3% | -$16.5K | 0.08% | 211 |
|
|
2017
Q4 | $403K | Buy |
+11,635
| New | +$426K | 0.06% | 232 |
|
Other funds holding XYZ
VCM
VPM
Advisornet Financial's XYZ Position: Q1 2026 in Review
Advisornet Financial reduced its Block Inc (XYZ) stake by 94% in Q1 2026, selling an estimated $156K and leaving 161 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.
Advisornet Financial first reported a position in XYZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.08M in Q1 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.
- Advisornet Financial held 161 shares of Block Inc worth $9.69K as of Q1 2026.
- Advisornet Financial sold 2,561 Block Inc shares in Q1 2026, an estimated $156K.
- Block Inc made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1547 holding.
- Advisornet Financial first reported a position in Block Inc in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's Block Inc position peaked at $2.08M in Q1 2021.
- 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.