Ausdal Financial Partners’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.32M | Buy |
138,213
+1,832
| +1% | +$111K | 0.37% | 59 |
|
|
2025
Q4 | $8.88M | Buy |
136,381
+66,288
| +95% | +$4.57M | 0.41% | 49 |
|
|
2025
Q3 | $5.07M | Buy |
70,093
+6,111
| +10% | +$457K | 0.25% | 95 |
|
|
2025
Q2 | $4.35M | Buy |
63,982
+59,515
| +1,332% | +$3.46M | 0.29% | 81 |
|
|
2025
Q1 | $243K | Buy |
4,467
+1,551
| +53% | +$116K | 0.02% | 550 |
|
|
2024
Q4 | $248K | Sell |
2,916
-289
| -9% | -$23.7K | 0.02% | 502 |
|
|
2024
Q3 | $215K | Sell |
3,205
-561
| -15% | -$36.2K | 0.02% | 483 |
|
|
2024
Q2 | $243K | Sell |
3,766
-1,657
| -31% | -$116K | 0.03% | 436 |
|
|
2024
Q1 | $459K | Buy |
5,423
+2,271
| +72% | +$164K | 0.05% | 286 |
|
|
2023
Q4 | $244K | Buy |
+3,152
| New | +$178K | 0.03% | 382 |
|
|
2023
Q2 | – | Sell |
-3,538
| Closed | -$243K | – | 476 |
|
|
2023
Q1 | $243K | Sell |
3,538
-1,333
| -27% | -$99.8K | 0.03% | 383 |
|
|
2022
Q4 | $306K | Sell |
4,871
-447
| -8% | -$27.6K | 0.04% | 333 |
|
|
2022
Q3 | $292K | Buy |
5,318
+637
| +14% | +$45.1K | 0.05% | 337 |
|
|
2022
Q2 | $288K | Sell |
4,681
-18,981
| -80% | -$1.73M | 0.04% | 348 |
|
|
2022
Q1 | $3.21M | Buy |
23,662
+19,391
| +454% | +$2.35M | 0.44% | 59 |
|
|
2021
Q4 | $690K | Sell |
4,271
-15,285
| -78% | -$3.31M | 0.09% | 228 |
|
|
2021
Q3 | $4.69M | Buy |
19,556
+4,783
| +32% | +$1.23M | 0.7% | 23 |
|
|
2021
Q2 | $3.6M | Buy |
14,773
+1,511
| +11% | +$350K | 0.55% | 47 |
|
|
2021
Q1 | $3.01M | Buy |
13,262
+7,114
| +116% | +$1.66M | 0.51% | 52 |
|
|
2020
Q4 | $1.34M | Buy |
6,148
+2,574
| +72% | +$502K | 0.26% | 118 |
|
|
2020
Q3 | $581K | Sell |
3,574
-185
| -5% | -$26.1K | 0.14% | 168 |
|
|
2020
Q2 | $394K | Sell |
3,759
-500
| -12% | -$38.3K | 0.13% | 172 |
|
|
2020
Q1 | $260K | Buy |
4,259
+321
| +8% | +$22K | 0.09% | 213 |
|
|
2019
Q4 | $300K | Sell |
3,938
-670
| -15% | -$42.8K | 0.09% | 247 |
|
|
2019
Q3 | $285K | Buy |
+4,608
| New | +$313K | 0.1% | 240 |
|
|
2019
Q2 | – | Sell |
-8,621
| Closed | -$646K | – | 321 |
|
|
2019
Q1 | $646K | Sell |
8,621
-2,901
| -25% | -$210K | 0.26% | 97 |
|
|
2018
Q4 | $646K | Buy |
11,522
+2,253
| +24% | +$159K | 0.32% | 84 |
|
|
2018
Q3 | $918K | Buy |
+9,269
| New | +$715K | 0.26% | 117 |
|
Other funds holding XYZ
VCM
VPM
