Atria Wealth Solutions’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 | $384K | Sell |
5,552
-9,607
| -63% | -$664K | 0.01% | 1045 |
|
|
2025
Q1 | $824K | Sell |
15,159
-1,401
| -8% | -$76.1K | 0.01% | 951 |
|
|
2024
Q4 | $1.41M | Sell |
16,560
-5,241
| -24% | -$445K | 0.02% | 785 |
|
|
2024
Q3 | $1.46M | Buy |
21,801
+22
| +0.1% | +$1.48K | 0.02% | 761 |
|
|
2024
Q2 | $1.4M | Buy |
21,779
+5,536
| +34% | +$357K | 0.02% | 755 |
|
|
2024
Q1 | $1.37M | Sell |
16,243
-477
| -3% | -$40.3K | 0.02% | 770 |
|
|
2023
Q4 | $1.29M | Buy |
16,720
+1,897
| +13% | +$147K | 0.02% | 757 |
|
|
2023
Q3 | $656K | Sell |
14,823
-4,844
| -25% | -$214K | 0.01% | 1003 |
|
|
2023
Q2 | $1.31M | Sell |
19,667
-1,772
| -8% | -$118K | 0.02% | 727 |
|
|
2023
Q1 | $1.47M | Sell |
21,439
-1,207
| -5% | -$82.9K | 0.02% | 653 |
|
|
2022
Q4 | $1.42M | Sell |
22,646
-993
| -4% | -$62.4K | 0.02% | 621 |
|
|
2022
Q3 | $1.3M | Buy |
23,639
+14,481
| +158% | +$796K | 0.02% | 626 |
|
|
2022
Q2 | $563K | Sell |
9,158
-13,646
| -60% | -$839K | 0.01% | 885 |
|
|
2022
Q1 | $3.09M | Buy |
+22,804
| New | +$3.09M | 0.05% | 360 |
|