Atlas Capital 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 | $373K | Hold |
5,487
| – | – | 0.05% | 300 |
|
|
2025
Q1 | $298K | Hold |
5,487
| – | – | 0.04% | 337 |
|
|
2024
Q4 | $466K | Hold |
5,487
| – | – | 0.06% | 250 |
|
|
2024
Q3 | $368K | Hold |
5,487
| – | – | 0.06% | 281 |
|
|
2024
Q2 | $354K | Hold |
5,487
| – | – | 0.05% | 296 |
|
|
2024
Q1 | $464K | Hold |
5,487
| – | – | 0.07% | 226 |
|
|
2023
Q4 | $424K | Hold |
5,487
| – | – | 0.06% | 242 |
|
|
2023
Q3 | $243K | Hold |
5,487
| – | – | 0.04% | 319 |
|
|
2023
Q2 | $365K | Hold |
5,487
| – | – | 0.06% | 261 |
|
|
2023
Q1 | $377K | Hold |
5,487
| – | – | 0.06% | 246 |
|
|
2022
Q4 | $345K | Hold |
5,487
| – | – | 0.06% | 241 |
|
|
2022
Q3 | $302K | Sell |
5,487
-33
| -0.6% | -$1.82K | 0.05% | 266 |
|
|
2022
Q2 | $339K | Hold |
5,520
| – | – | 0.06% | 267 |
|
|
2022
Q1 | $749K | Hold |
5,520
| – | – | 0.12% | 158 |
|
|
2021
Q4 | $892K | Hold |
5,520
| – | – | 0.13% | 126 |
|
|
2021
Q3 | $1.32M | Sell |
5,520
-5,480
| -50% | -$1.31M | 0.21% | 96 |
|
|
2021
Q2 | $2.68M | Buy |
11,000
+10,967
| +33,233% | +$2.67M | 0.45% | 49 |
|
|
2021
Q1 | $7.49K | Buy |
+33
| New | +$7.49K | ﹤0.01% | 708 |
|