Arax Advisory Partners’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$37.6K Sell
2025
Q1
$41.3K Sell
2024
Q4
$92K Buy
2024
Q3
$70.5K Buy
2024
Q2
$64.6K Buy
2024
Q1
$59.4K Buy
2023
Q3
Sell
2023
Q2
$1.07K Sell
2023
Q1
$4.67K Hold
2022
Q4
$4.27K Buy
2022
Q3
Sell
2022
Q2
$59K Buy
2022
Q1
$4K Sell
2021
Q4
$11K Buy
2021
Q3
$6K Sell
2021
Q2
$6K Buy
2020
Q4
$5K Buy