Anchor Investment 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 | $18.5K | Sell |
273
-18
| -6% | -$1.22K | ﹤0.01% | 728 |
|
|
2025
Q1 | $15.8K | Hold |
291
| – | – | ﹤0.01% | 734 |
|
|
2024
Q4 | $24.7K | Hold |
291
| – | – | ﹤0.01% | 679 |
|
|
2024
Q3 | $19.5K | Hold |
291
| – | – | ﹤0.01% | 702 |
|
|
2024
Q2 | $18.8K | Sell |
291
-10
| -3% | -$645 | ﹤0.01% | 658 |
|
|
2024
Q1 | $25.5K | Hold |
301
| – | – | ﹤0.01% | 636 |
|
|
2023
Q4 | $23.3K | Sell |
301
-200
| -40% | -$15.5K | ﹤0.01% | 632 |
|
|
2023
Q3 | $22.2K | Hold |
501
| – | – | ﹤0.01% | 635 |
|
|
2023
Q2 | $33.4K | Sell |
501
-1,140
| -69% | -$75.9K | ﹤0.01% | 571 |
|
|
2023
Q1 | $113K | Hold |
1,641
| – | – | 0.02% | 424 |
|
|
2022
Q4 | $103K | Hold |
1,641
| – | – | 0.01% | 434 |
|
|
2022
Q3 | $90.2K | Sell |
1,641
-1,275
| -44% | -$70.1K | 0.01% | 437 |
|
|
2022
Q2 | $179K | Sell |
2,916
-914
| -24% | -$56.2K | 0.03% | 368 |
|
|
2022
Q1 | $519K | Buy |
3,830
+1,654
| +76% | +$224K | 0.07% | 239 |
|
|
2021
Q4 | $351K | Buy |
2,176
+840
| +63% | +$136K | 0.04% | 303 |
|
|
2021
Q3 | $320K | Buy |
1,336
+147
| +12% | +$35.3K | 0.04% | 291 |
|
|
2021
Q2 | $290K | Buy |
1,189
+17
| +1% | +$4.15K | 0.04% | 305 |
|
|
2021
Q1 | $266K | Buy |
1,172
+722
| +160% | +$164K | 0.04% | 299 |
|
|
2020
Q4 | $97.9K | Sell |
450
-428
| -49% | -$93.2K | 0.02% | 389 |
|
|
2020
Q3 | $143K | Sell |
878
-12
| -1% | -$1.95K | 0.03% | 323 |
|
|
2020
Q2 | $93.4K | Hold |
890
| – | – | 0.02% | 353 |
|
|
2020
Q1 | $46.6K | Buy |
890
+440
| +98% | +$23K | 0.01% | 433 |
|
|
2019
Q4 | $28.2K | Hold |
450
| – | – | 0.01% | 532 |
|
|
2019
Q3 | $27.9K | Buy |
450
+425
| +1,700% | +$26.3K | 0.01% | 524 |
|
|
2019
Q2 | $1.81K | Buy |
+25
| New | +$1.81K | ﹤0.01% | 755 |
|