Argonautica Private 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 | $602K | Sell |
8,856
-19
| -0.2% | -$1.29K | 0.19% | 98 |
|
|
2025
Q1 | $482K | Sell |
8,875
-42
| -0.5% | -$2.28K | 0.17% | 111 |
|
|
2024
Q4 | $758K | Sell |
8,917
-5
| -0.1% | -$425 | 0.24% | 80 |
|
|
2024
Q3 | $599K | Buy |
+8,922
| New | +$599K | 0.2% | 99 |
|
|
2024
Q2 | – | Sell |
-2,666
| Closed | -$225K | – | 212 |
|
|
2024
Q1 | $225K | Buy |
+2,666
| New | +$225K | 0.08% | 190 |
|