Avidian Wealth Enterprises’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 | $302K | Sell |
4,448
-13
| -0.3% | -$883 | 0.01% | 444 |
|
|
2025
Q1 | $242K | Sell |
4,461
-58
| -1% | -$3.15K | 0.01% | 463 |
|
|
2024
Q4 | $384K | Buy |
4,519
+73
| +2% | +$6.2K | 0.02% | 348 |
|
|
2024
Q3 | $298K | Buy |
4,446
+331
| +8% | +$22.2K | 0.01% | 398 |
|
|
2024
Q2 | $265K | Buy |
4,115
+35
| +0.9% | +$2.26K | 0.01% | 409 |
|
|
2024
Q1 | $345K | Sell |
4,080
-350
| -8% | -$29.6K | 0.02% | 328 |
|
|
2023
Q4 | $343K | Buy |
+4,430
| New | +$343K | 0.02% | 317 |
|
|
2023
Q3 | – | Sell |
-4,080
| Closed | -$272K | – | 430 |
|
|
2023
Q2 | $272K | Sell |
4,080
-2,595
| -39% | -$173K | 0.02% | 351 |
|
|
2023
Q1 | $458K | Buy |
+6,675
| New | +$458K | 0.03% | 307 |
|
|
2022
Q2 | – | Sell |
-1,658
| Closed | -$225K | – | 505 |
|
|
2022
Q1 | $225K | Buy |
1,658
+154
| +10% | +$20.9K | 0.01% | 428 |
|
|
2021
Q4 | $243K | Buy |
1,504
+199
| +15% | +$32.2K | 0.02% | 441 |
|
|
2021
Q3 | $313K | Buy |
1,305
+115
| +10% | +$27.6K | 0.02% | 287 |
|
|
2021
Q2 | $290K | Buy |
1,190
+190
| +19% | +$46.3K | 0.02% | 309 |
|
|
2021
Q1 | $227K | Hold |
1,000
| – | – | 0.02% | 325 |
|
|
2020
Q4 | $218K | Buy |
+1,000
| New | +$218K | 0.02% | 285 |
|