Advisory Services Network’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 | $370K | Sell |
4,790
-7,700
| -62% | -$595K | 0.01% | 1303 |
|
|
2025
Q1 | $679K | Buy |
12,490
+2,571
| +26% | +$140K | 0.01% | 921 |
|
|
2024
Q4 | $843K | Sell |
9,919
-372
| -4% | -$31.6K | 0.02% | 816 |
|
|
2024
Q3 | $664K | Hold |
10,291
| – | – | 0.01% | 866 |
|
|
2024
Q2 | $664K | Buy |
10,291
+43
| +0.4% | +$2.77K | 0.01% | 866 |
|
|
2024
Q1 | $867K | Sell |
10,248
-125
| -1% | -$10.6K | 0.02% | 744 |
|
|
2023
Q4 | $802K | Sell |
10,373
-14,518
| -58% | -$1.12M | 0.02% | 721 |
|
|
2023
Q3 | $1.1M | Buy |
24,891
+11,593
| +87% | +$513K | 0.03% | 599 |
|
|
2023
Q2 | $885K | Buy |
13,298
+179
| +1% | +$11.9K | 0.02% | 669 |
|
|
2023
Q1 | $901K | Sell |
13,119
-1,510
| -10% | -$104K | 0.02% | 648 |
|
|
2022
Q4 | $919K | Sell |
14,629
-2,942
| -17% | -$185K | 0.03% | 627 |
|
|
2022
Q3 | $965K | Sell |
17,571
-13,029
| -43% | -$716K | 0.03% | 558 |
|
|
2022
Q2 | $1.88M | Sell |
30,600
-6,195
| -17% | -$381K | 0.06% | 372 |
|
|
2022
Q1 | $4.99M | Buy |
36,795
+1,444
| +4% | +$196K | 0.15% | 168 |
|
|
2021
Q4 | $5.71M | Buy |
35,351
+1,489
| +4% | +$241K | 0.16% | 147 |
|
|
2021
Q3 | $8.12M | Buy |
33,862
+3,183
| +10% | +$763K | 0.26% | 80 |
|
|
2021
Q2 | $7.48M | Sell |
30,679
-759
| -2% | -$185K | 0.24% | 90 |
|
|
2021
Q1 | $7.14M | Buy |
31,438
+3,343
| +12% | +$759K | 0.27% | 78 |
|
|
2020
Q4 | $6.11M | Buy |
28,095
+14,873
| +112% | +$3.24M | 0.25% | 84 |
|
|
2020
Q3 | $2.15M | Buy |
13,222
+2,243
| +20% | +$365K | 0.1% | 232 |
|
|
2020
Q2 | $1.15M | Sell |
10,979
-988
| -8% | -$104K | 0.06% | 347 |
|
|
2020
Q1 | $627K | Sell |
11,967
-766
| -6% | -$40.1K | 0.04% | 464 |
|
|
2019
Q4 | $797K | Buy |
12,733
+8,544
| +204% | +$535K | 0.04% | 485 |
|
|
2019
Q3 | $304K | Hold |
4,189
| – | – | 0.02% | 693 |
|
|
2019
Q2 | $304K | Buy |
4,189
+780
| +23% | +$56.6K | 0.02% | 691 |
|
|
2019
Q1 | $255K | Sell |
3,409
-321
| -9% | -$24K | 0.02% | 713 |
|
|
2018
Q4 | $209K | Buy |
3,730
+584
| +19% | +$32.7K | 0.02% | 693 |
|
|
2018
Q3 | $311K | Buy |
3,146
+2,772
| +741% | +$274K | 0.02% | 638 |
|
|
2018
Q2 | $27K | Sell |
374
-3,326
| -90% | -$240K | ﹤0.01% | 1445 |
|
|
2018
Q1 | $182K | Buy |
3,700
+1,500
| +68% | +$73.8K | 0.01% | 814 |
|
|
2017
Q4 | $76K | Buy |
+2,200
| New | +$76K | 0.01% | 1079 |
|