Arkadios Wealth Advisors’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 | $4.19M | Buy |
61,695
+6,337
| +11% | +$430K | 0.12% | 185 |
|
|
2025
Q1 | $3.01M | Buy |
55,358
+14,702
| +36% | +$799K | 0.11% | 208 |
|
|
2024
Q4 | $3.46M | Buy |
40,656
+7,054
| +21% | +$600K | 0.19% | 113 |
|
|
2024
Q3 | $2.26M | Buy |
33,602
+2,176
| +7% | +$146K | 0.13% | 164 |
|
|
2024
Q2 | $2.03M | Sell |
31,426
-874
| -3% | -$56.4K | 0.14% | 163 |
|
|
2024
Q1 | $2.73M | Sell |
32,300
-4,716
| -13% | -$399K | 0.21% | 110 |
|
|
2023
Q4 | $2.86M | Sell |
37,016
-375
| -1% | -$29K | 0.24% | 96 |
|
|
2023
Q3 | $1.65M | Buy |
37,391
+9,896
| +36% | +$438K | 0.16% | 144 |
|
|
2023
Q2 | $1.83M | Sell |
27,495
-4,496
| -14% | -$299K | 0.21% | 117 |
|
|
2023
Q1 | $2.2M | Buy |
31,991
+8,166
| +34% | +$561K | 0.26% | 103 |
|
|
2022
Q4 | $1.5M | Sell |
23,825
-4,805
| -17% | -$302K | 0.2% | 126 |
|
|
2022
Q3 | $1.57M | Buy |
28,630
+4,844
| +20% | +$266K | 0.24% | 116 |
|
|
2022
Q2 | $1.46M | Buy |
23,786
+2,645
| +13% | +$163K | 0.22% | 130 |
|
|
2022
Q1 | $2.87M | Buy |
21,141
+13,665
| +183% | +$1.85M | 0.38% | 66 |
|
|
2021
Q4 | $1.21M | Buy |
7,476
+937
| +14% | +$151K | 0.16% | 148 |
|
|
2021
Q3 | $1.57M | Buy |
6,539
+797
| +14% | +$191K | 0.23% | 106 |
|
|
2021
Q2 | $1.4M | Buy |
5,742
+2,097
| +58% | +$511K | 0.17% | 149 |
|
|
2021
Q1 | $827K | Buy |
3,645
+2,237
| +159% | +$508K | 0.14% | 177 |
|
|
2020
Q4 | $306K | Sell |
1,408
-2,707
| -66% | -$588K | 0.06% | 261 |
|
|
2020
Q3 | $767K | Sell |
4,115
-2,349
| -36% | -$438K | 0.38% | 56 |
|
|
2020
Q2 | $784K | Sell |
6,464
-6,456
| -50% | -$783K | 0.43% | 50 |
|
|
2020
Q1 | $677K | Sell |
12,920
-1,246
| -9% | -$65.3K | 0.43% | 57 |
|
|
2019
Q4 | $1.15M | Buy |
+14,166
| New | +$1.15M | 0.69% | 33 |
|