Atlas Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $357K | Buy |
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|
2025
Q2 | $373K | Hold |
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|
2025
Q1 | $298K | Hold |
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|
2024
Q4 | $466K | Hold |
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|
2024
Q3 | $368K | Hold |
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|
2024
Q2 | $354K | Hold |
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|
2024
Q1 | $464K | Hold |
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|
2023
Q4 | $424K | Hold |
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|
2023
Q3 | $243K | Hold |
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|
2023
Q2 | $365K | Hold |
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|
2023
Q1 | $377K | Hold |
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|
2022
Q4 | $345K | Hold |
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|
2022
Q3 | $302K | Sell |
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|
2022
Q2 | $339K | Hold |
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|
2022
Q1 | $749K | Hold |
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|
2021
Q4 | $892K | Hold |
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|
2021
Q3 | $1.32M | Sell |
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|
2021
Q2 | $2.68M | Buy |
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|
2021
Q1 | $7.49K | Buy |
|