Apollon 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 | $656K | Buy |
9,650
+15
| +0.2% | +$1.02K | 0.01% | 696 |
|
|
2025
Q1 | $523K | Sell |
9,635
-67
| -0.7% | -$3.64K | 0.01% | 729 |
|
|
2024
Q4 | $825K | Buy |
9,702
+310
| +3% | +$26.3K | 0.02% | 583 |
|
|
2024
Q3 | $630K | Buy |
9,392
+773
| +9% | +$51.9K | 0.02% | 627 |
|
|
2024
Q2 | $556K | Sell |
8,619
-56
| -0.6% | -$3.61K | 0.02% | 637 |
|
|
2024
Q1 | $734K | Sell |
8,675
-1,733
| -17% | -$147K | 0.02% | 560 |
|
|
2023
Q4 | $805K | Buy |
10,408
+3,086
| +42% | +$239K | 0.03% | 525 |
|
|
2023
Q3 | $324K | Buy |
7,322
+93
| +1% | +$4.12K | 0.02% | 676 |
|
|
2023
Q2 | $481K | Sell |
7,229
-665
| -8% | -$44.3K | 0.02% | 601 |
|
|
2023
Q1 | $542K | Buy |
7,894
+1,018
| +15% | +$69.9K | 0.03% | 512 |
|
|
2022
Q4 | $432K | Sell |
6,876
-53
| -0.8% | -$3.33K | 0.03% | 556 |
|
|
2022
Q3 | $381K | Sell |
6,929
-453
| -6% | -$24.9K | 0.03% | 526 |
|
|
2022
Q2 | $454K | Buy |
7,382
+296
| +4% | +$18.2K | 0.04% | 451 |
|
|
2022
Q1 | $961K | Buy |
7,086
+1,191
| +20% | +$162K | 0.07% | 291 |
|
|
2021
Q4 | $952K | Buy |
5,895
+1,308
| +29% | +$211K | 0.07% | 294 |
|
|
2021
Q3 | $1.1M | Buy |
4,587
+1,017
| +28% | +$244K | 0.15% | 134 |
|
|
2021
Q2 | $870K | Sell |
3,570
-732
| -17% | -$178K | 0.16% | 123 |
|
|
2021
Q1 | $977K | Buy |
+4,302
| New | +$977K | 0.19% | 105 |
|
|
2020
Q3 | – | Sell |
-513
| Closed | -$54K | – | 713 |
|
|
2020
Q2 | $54K | Buy |
+513
| New | +$54K | 0.03% | 238 |
|