Arkadios 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
Q3 | $4.26M | Sell |
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|
2025
Q2 | $4.19M | Buy |
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|
2025
Q1 | $3.01M | Buy |
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|
2024
Q4 | $3.46M | Buy |
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|
2024
Q3 | $2.26M | Buy |
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|
2024
Q2 | $2.03M | Sell |
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|
2024
Q1 | $2.73M | Sell |
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|
2023
Q4 | $2.86M | Sell |
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|
2023
Q3 | $1.65M | Buy |
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|
2023
Q2 | $1.83M | Sell |
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|
2023
Q1 | $2.2M | Buy |
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|
2022
Q4 | $1.5M | Sell |
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|
2022
Q3 | $1.57M | Buy |
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|
2022
Q2 | $1.46M | Buy |
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|
2022
Q1 | $2.87M | Buy |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $1.57M | Buy |
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|
2021
Q2 | $1.4M | Buy |
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|
2021
Q1 | $827K | Buy |
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|
2020
Q4 | $306K | Sell |
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|
2020
Q3 | $767K | Sell |
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|
2020
Q2 | $784K | Sell |
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|
2020
Q1 | $677K | Sell |
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|
2019
Q4 | $1.15M | Buy |
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