Atria Investments’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 | $2.32M | Sell |
34,218
-1,501
| -4% | -$102K | 0.03% | 668 |
|
|
2025
Q1 | $1.94M | Buy |
35,719
+716
| +2% | +$38.9K | 0.02% | 718 |
|
|
2024
Q4 | $2.97M | Buy |
35,003
+2,782
| +9% | +$236K | 0.04% | 529 |
|
|
2024
Q3 | $2.16M | Sell |
32,221
-24,515
| -43% | -$1.65M | 0.03% | 637 |
|
|
2024
Q2 | $3.66M | Sell |
56,736
-2,255
| -4% | -$145K | 0.05% | 433 |
|
|
2024
Q1 | $4.99M | Buy |
58,991
+8,926
| +18% | +$755K | 0.07% | 337 |
|
|
2023
Q4 | $3.87M | Buy |
50,065
+129
| +0.3% | +$9.98K | 0.06% | 363 |
|
|
2023
Q3 | $2.21M | Buy |
49,936
+16,534
| +50% | +$732K | 0.04% | 538 |
|
|
2023
Q2 | $2.22M | Sell |
33,402
-302
| -0.9% | -$20.1K | 0.04% | 509 |
|
|
2023
Q1 | $2.31M | Buy |
33,704
+8,554
| +34% | +$587K | 0.04% | 490 |
|
|
2022
Q4 | $1.58M | Buy |
25,150
+3,340
| +15% | +$210K | 0.03% | 598 |
|
|
2022
Q3 | $1.2M | Sell |
21,810
-2,969
| -12% | -$163K | 0.03% | 658 |
|
|
2022
Q2 | $1.52M | Sell |
24,779
-2,189
| -8% | -$135K | 0.03% | 596 |
|
|
2022
Q1 | $3.66M | Buy |
26,968
+15,584
| +137% | +$2.11M | 0.06% | 361 |
|
|
2021
Q4 | $1.84M | Buy |
11,384
+720
| +7% | +$116K | 0.03% | 600 |
|
|
2021
Q3 | $2.56M | Buy |
10,664
+3,348
| +46% | +$803K | 0.05% | 426 |
|
|
2021
Q2 | $1.78M | Buy |
7,316
+1,171
| +19% | +$286K | 0.03% | 551 |
|
|
2021
Q1 | $1.4M | Buy |
6,145
+697
| +13% | +$158K | 0.03% | 586 |
|
|
2020
Q4 | $1.19M | Sell |
5,448
-23,324
| -81% | -$5.08M | 0.03% | 606 |
|
|
2020
Q3 | $4.68M | Buy |
+28,772
| New | +$4.68M | 0.14% | 165 |
|
|
2020
Q1 | – | Sell |
-21,752
| Closed | -$1.36M | – | 1222 |
|
|
2019
Q4 | $1.36M | Buy |
21,752
+1
| +0% | +$63 | 0.04% | 428 |
|
|
2019
Q3 | $1.35M | Buy |
21,751
+88
| +0.4% | +$5.45K | 0.05% | 325 |
|
|
2019
Q2 | $1.34M | Buy |
21,663
+2,593
| +14% | +$161K | 0.05% | 316 |
|
|
2019
Q1 | $1.43M | Buy |
19,070
+8,320
| +77% | +$623K | 0.06% | 268 |
|
|
2018
Q4 | $603K | Sell |
10,750
-1,694
| -14% | -$95K | 0.03% | 439 |
|
|
2018
Q3 | $1.23M | Buy |
12,444
+9,001
| +261% | +$891K | 0.05% | 345 |
|
|
2018
Q2 | $212K | Buy |
+3,443
| New | +$212K | 0.01% | 892 |
|