AE Wealth Management’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 | $516K | Buy |
7,593
+790
| +12% | +$53.7K | ﹤0.01% | 912 |
|
|
2025
Q1 | $370K | Buy |
6,803
+3,622
| +114% | +$197K | ﹤0.01% | 1008 |
|
|
2024
Q4 | $270K | Sell |
3,181
-29
| -0.9% | -$2.47K | ﹤0.01% | 1145 |
|
|
2024
Q3 | $215K | Sell |
3,210
-570
| -15% | -$38.3K | ﹤0.01% | 1151 |
|
|
2024
Q2 | $244K | Buy |
3,780
+321
| +9% | +$20.7K | ﹤0.01% | 1096 |
|
|
2024
Q1 | $293K | Sell |
3,459
-25,129
| -88% | -$2.13M | ﹤0.01% | 971 |
|
|
2023
Q4 | $1.86M | Buy |
28,588
+15,692
| +122% | +$1.02M | 0.01% | 931 |
|
|
2023
Q3 | $571K | Sell |
12,896
-2,988
| -19% | -$132K | ﹤0.01% | 1306 |
|
|
2023
Q2 | $1.06M | Sell |
15,884
-3,781
| -19% | -$252K | 0.01% | 1069 |
|
|
2023
Q1 | $1.35M | Buy |
19,665
+92
| +0.5% | +$6.32K | 0.01% | 928 |
|
|
2022
Q4 | $1.23M | Buy |
19,573
+1,730
| +10% | +$109K | 0.01% | 909 |
|
|
2022
Q3 | $981K | Sell |
17,843
-19,821
| -53% | -$1.09M | 0.01% | 943 |
|
|
2022
Q2 | $2.32M | Buy |
37,664
+5,630
| +18% | +$346K | 0.02% | 623 |
|
|
2022
Q1 | $4.34M | Sell |
32,034
-5,619
| -15% | -$762K | 0.03% | 482 |
|
|
2021
Q4 | $6.08M | Buy |
37,653
+293
| +0.8% | +$47.3K | 0.04% | 381 |
|
|
2021
Q3 | $8.96M | Buy |
37,360
+4,384
| +13% | +$1.05M | 0.07% | 255 |
|
|
2021
Q2 | $8.04M | Buy |
32,976
+2,546
| +8% | +$621K | 0.07% | 257 |
|
|
2021
Q1 | $6.91M | Sell |
30,430
-1,182
| -4% | -$268K | 0.07% | 268 |
|
|
2020
Q4 | $6.88M | Buy |
31,612
+9,836
| +45% | +$2.14M | 0.08% | 230 |
|
|
2020
Q3 | $3.54M | Buy |
21,776
+2,786
| +15% | +$453K | 0.05% | 289 |
|
|
2020
Q2 | $1.99M | Buy |
18,990
+6,226
| +49% | +$653K | 0.03% | 410 |
|
|
2020
Q1 | $669K | Buy |
12,764
+2,163
| +20% | +$113K | 0.02% | 594 |
|
|
2019
Q4 | $663K | Buy |
10,601
+121
| +1% | +$7.57K | 0.01% | 643 |
|
|
2019
Q3 | $649K | Sell |
10,480
-3,567
| -25% | -$221K | 0.02% | 551 |
|
|
2019
Q2 | $1.02M | Buy |
14,047
+10,991
| +360% | +$797K | 0.03% | 409 |
|
|
2019
Q1 | $229K | Sell |
3,056
-1,989
| -39% | -$149K | 0.02% | 563 |
|
|
2018
Q4 | $283K | Buy |
5,045
+2,703
| +115% | +$152K | 0.05% | 361 |
|
|
2018
Q3 | $232K | Buy |
+2,342
| New | +$232K | 0.01% | 520 |
|