Atticus Wealth Management’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
Q3 | – | Sell |
-14
| Closed | -$952 | – | 677 |
|
|
2025
Q2 | $952 | Buy |
14
+7
| +100% | +$407 | ﹤0.01% | 606 |
|
|
2025
Q1 | $381 | Hold |
7
| – | – | ﹤0.01% | 485 |
|
|
2024
Q4 | $595 | Hold |
7
| – | – | ﹤0.01% | 497 |
|
|
2024
Q3 | $470 | Sell |
7
-35
| -83% | -$2.26K | ﹤0.01% | 498 |
|
|
2024
Q2 | $2.71K | Hold |
42
| – | – | ﹤0.01% | 450 |
|
|
2024
Q1 | $3.55K | Buy |
42
+8
| +24% | +$579 | ﹤0.01% | 459 |
|
|
2023
Q4 | $2.63K | Buy |
34
+27
| +386% | +$1.53K | ﹤0.01% | 472 |
|
|
2023
Q3 | $310 | Sell |
7
-304
| -98% | -$18.8K | ﹤0.01% | 562 |
|
|
2023
Q2 | $20.7K | Sell |
311
-75
| -19% | -$4.69K | 0.01% | 332 |
|
|
2023
Q1 | $26.5K | Hold |
386
| – | – | 0.01% | 300 |
|
|
2022
Q4 | $24.3K | Hold |
386
| – | – | 0.01% | 318 |
|
|
2022
Q3 | $24K | Hold |
386
| – | – | 0.01% | 299 |
|
|
2022
Q2 | $24K | Buy |
386
+4
| +1% | +$365 | 0.01% | 326 |
|
|
2022
Q1 | $52K | Sell |
382
-800
| -68% | -$96.9K | 0.02% | 246 |
|
|
2021
Q4 | $191K | Buy |
1,182
+100
| +9% | +$21.7K | 0.07% | 124 |
|
|
2021
Q3 | $260K | Buy |
1,082
+56
| +5% | +$14.4K | 0.11% | 91 |
|
|
2021
Q2 | $250K | Sell |
1,026
-24
| -2% | -$5.57K | 0.11% | 98 |
|
|
2021
Q1 | $238K | Sell |
1,050
-42
| -4% | -$9.82K | 0.11% | 95 |
|
|
2020
Q4 | $238K | Buy |
1,092
+444
| +69% | +$86.6K | 0.12% | 91 |
|
|
2020
Q3 | $105K | Buy |
648
+73
| +13% | +$10.3K | 0.06% | 135 |
|
|
2020
Q2 | $60K | Buy |
575
+13
| +2% | +$995 | 0.04% | 166 |
|
|
2020
Q1 | $29K | Buy |
562
+300
| +115% | +$20.5K | 0.02% | 189 |
|
|
2019
Q4 | $16K | Buy |
+262
| New | +$16.7K | 0.01% | 231 |
|
Other funds holding XYZ
