Avantax Advisory Services’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 | $1.56M | Sell |
22,901
-9,054
| -28% | -$615K | 0.01% | 926 |
|
|
2025
Q1 | $1.74M | Sell |
31,955
-3,097
| -9% | -$168K | 0.01% | 807 |
|
|
2024
Q4 | $2.98M | Buy |
35,052
+5,293
| +18% | +$450K | 0.02% | 561 |
|
|
2024
Q3 | $2M | Sell |
29,759
-260
| -0.9% | -$17.5K | 0.01% | 695 |
|
|
2024
Q2 | $1.94M | Buy |
30,019
+8,091
| +37% | +$522K | 0.01% | 673 |
|
|
2024
Q1 | $1.85M | Buy |
21,928
+1,292
| +6% | +$109K | 0.02% | 554 |
|
|
2023
Q4 | $1.6M | Sell |
20,636
-1,183
| -5% | -$91.5K | 0.02% | 576 |
|
|
2023
Q3 | $966K | Sell |
21,819
-459
| -2% | -$20.3K | 0.01% | 707 |
|
|
2023
Q2 | $1.48M | Sell |
22,278
-3,298
| -13% | -$220K | 0.02% | 556 |
|
|
2023
Q1 | $1.76M | Buy |
25,576
+3,741
| +17% | +$257K | 0.02% | 478 |
|
|
2022
Q4 | $1.37M | Sell |
21,835
-15
| -0.1% | -$943 | 0.02% | 526 |
|
|
2022
Q3 | $1.2M | Sell |
21,850
-105
| -0.5% | -$5.78K | 0.02% | 504 |
|
|
2022
Q2 | $1.35M | Buy |
21,955
+593
| +3% | +$36.4K | 0.02% | 473 |
|
|
2022
Q1 | $2.91M | Buy |
21,362
+612
| +3% | +$83.2K | 0.04% | 305 |
|
|
2021
Q4 | $3.35M | Sell |
20,750
-2,326
| -10% | -$376K | 0.05% | 265 |
|
|
2021
Q3 | $5.54M | Buy |
23,076
+1,533
| +7% | +$368K | 0.09% | 164 |
|
|
2021
Q2 | $5.26M | Buy |
21,543
+1,303
| +6% | +$318K | 0.1% | 166 |
|
|
2021
Q1 | $4.6M | Buy |
20,240
+3,683
| +22% | +$837K | 0.1% | 160 |
|
|
2020
Q4 | $3.61M | Sell |
16,557
-16,108
| -49% | -$3.51M | 0.09% | 168 |
|
|
2020
Q3 | $5.31M | Buy |
32,665
+17,609
| +117% | +$2.86M | 0.09% | 201 |
|
|
2020
Q2 | $1.58M | Buy |
15,056
+3,115
| +26% | +$326K | 0.05% | 264 |
|
|
2020
Q1 | $619K | Buy |
11,941
+3,145
| +36% | +$163K | 0.02% | 392 |
|
|
2019
Q4 | $553K | Sell |
8,796
-1,283
| -13% | -$80.7K | 0.01% | 443 |
|
|
2019
Q3 | $622K | Buy |
10,079
+1,647
| +20% | +$102K | 0.03% | 285 |
|
|
2019
Q2 | $612K | Sell |
8,432
-575
| -6% | -$41.7K | 0.03% | 263 |
|
|
2019
Q1 | $675K | Buy |
9,007
+1,876
| +26% | +$141K | 0.04% | 235 |
|
|
2018
Q4 | $400K | Buy |
+7,131
| New | +$400K | 0.07% | 257 |
|