Avantax Advisory Services’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 | $1.56M | Sell |
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|
2025
Q1 | $1.74M | Sell |
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|
2024
Q4 | $2.98M | Buy |
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|
2024
Q3 | $2M | Sell |
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|
2024
Q2 | $1.94M | Buy |
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|
2024
Q1 | $1.85M | Buy |
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|
2023
Q4 | $1.6M | Sell |
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|
2023
Q3 | $966K | Sell |
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|
2023
Q2 | $1.48M | Sell |
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|
2023
Q1 | $1.76M | Buy |
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|
2022
Q4 | $1.37M | Sell |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $2.9M | Buy |
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|
2021
Q4 | $3.35M | Sell |
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|
2021
Q3 | $5.54M | Buy |
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|
2021
Q2 | $5.26M | Buy |
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|
2021
Q1 | $4.6M | Buy |
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|
2020
Q4 | $3.6M | Sell |
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|
2020
Q3 | $5.31M | Buy |
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|
2020
Q2 | $1.57M | Buy |
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|
2020
Q1 | $619K | Buy |
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|
2019
Q4 | $553K | Sell |
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|
2019
Q3 | $622K | Buy |
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|
2019
Q2 | $612K | Sell |
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|
2019
Q1 | $675K | Buy |
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|
2018
Q4 | $400K | Buy |
|