AssetMark Inc’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 | $140K | Buy |
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|
2025
Q1 | $37.1K | Sell |
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|
2024
Q4 | $78.3K | Buy |
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|
2024
Q3 | $12K | Buy |
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|
2024
Q2 | $5.16K | Buy |
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|
2024
Q1 | $1.27K | Sell |
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|
2023
Q4 | $1.39K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $379K | Buy |
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|
2023
Q1 | $228K | Buy |
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|
2022
Q4 | $101K | Buy |
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|
2022
Q3 | $43K | Buy |
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|
2022
Q2 | $40K | Buy |
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|
2022
Q1 | $4K | Sell |
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|
2021
Q4 | $478K | Buy |
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|
2021
Q3 | $71K | Buy |
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|
2021
Q2 | $8K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $12K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5K | Sell |
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|
2019
Q3 | $47K | Buy |
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|
2019
Q2 | $38K | Buy |
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|
2019
Q1 | $23K | Sell |
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|
2018
Q4 | $82K | Buy |
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