Atticus Wealth Management’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 | $952 | Buy |
14
+7
| +100% | +$476 | ﹤0.01% | 605 |
|
|
2025
Q1 | $381 | Hold |
7
| – | – | ﹤0.01% | 484 |
|
|
2024
Q4 | $595 | Hold |
7
| – | – | ﹤0.01% | 496 |
|
|
2024
Q3 | $470 | Sell |
7
-35
| -83% | -$2.35K | ﹤0.01% | 497 |
|
|
2024
Q2 | $2.71K | Hold |
42
| – | – | ﹤0.01% | 449 |
|
|
2024
Q1 | $3.55K | Buy |
42
+8
| +24% | +$677 | ﹤0.01% | 459 |
|
|
2023
Q4 | $2.63K | Buy |
34
+27
| +386% | +$2.09K | ﹤0.01% | 471 |
|
|
2023
Q3 | $310 | Sell |
7
-304
| -98% | -$13.5K | ﹤0.01% | 562 |
|
|
2023
Q2 | $20.7K | Sell |
311
-75
| -19% | -$4.99K | 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% | +$249 | 0.01% | 326 |
|
|
2022
Q1 | $52K | Sell |
382
-800
| -68% | -$109K | 0.02% | 246 |
|
|
2021
Q4 | $191K | Buy |
1,182
+100
| +9% | +$16.2K | 0.07% | 124 |
|
|
2021
Q3 | $260K | Buy |
1,082
+56
| +5% | +$13.5K | 0.11% | 91 |
|
|
2021
Q2 | $250K | Sell |
1,026
-24
| -2% | -$5.85K | 0.11% | 98 |
|
|
2021
Q1 | $238K | Sell |
1,050
-42
| -4% | -$9.52K | 0.11% | 95 |
|
|
2020
Q4 | $238K | Buy |
1,092
+444
| +69% | +$96.8K | 0.12% | 91 |
|
|
2020
Q3 | $105K | Buy |
648
+73
| +13% | +$11.8K | 0.06% | 135 |
|
|
2020
Q2 | $60K | Buy |
575
+13
| +2% | +$1.36K | 0.04% | 166 |
|
|
2020
Q1 | $29K | Buy |
562
+300
| +115% | +$15.5K | 0.02% | 189 |
|
|
2019
Q4 | $16K | Buy |
+262
| New | +$16K | 0.01% | 231 |
|