Arete Wealth Advisors’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 | $341K | Sell |
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|
2025
Q1 | $543K | Buy |
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|
2024
Q4 | $570K | Buy |
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|
2024
Q3 | $384K | Sell |
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|
2024
Q2 | $797K | Buy |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $544K | Buy |
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|
2023
Q2 | $645K | Sell |
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|
2023
Q1 | $846K | Sell |
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|
2022
Q4 | $838M | Sell |
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|
2022
Q3 | $746K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $546K | Sell |
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|
2021
Q4 | $693K | Buy |
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|
2021
Q3 | $942K | Buy |
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|
2021
Q2 | $495K | Sell |
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|
2021
Q1 | $841K | Buy |
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|
2020
Q4 | $687K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $314K | Sell |
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|
2020
Q1 | $416K | Buy |
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|
2019
Q4 | $482K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $336K | Sell |
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|
2018
Q2 | $211K | Buy |
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