Atria Wealth Solutions’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 | $384K | Sell |
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|
2025
Q1 | $824K | Sell |
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|
2024
Q4 | $1.41M | Sell |
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|
2024
Q3 | $1.46M | Buy |
|
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|
2024
Q2 | $1.4M | Buy |
|
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|
2024
Q1 | $1.37M | Sell |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $656K | Sell |
|
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|
2023
Q2 | $1.31M | Sell |
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|
2023
Q1 | $1.47M | Sell |
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|
2022
Q4 | $1.42M | Sell |
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|
2022
Q3 | $1.3M | Buy |
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|
2022
Q2 | $563K | Sell |
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|
2022
Q1 | $3.09M | Buy |
|