Avidian Wealth Enterprises’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
Q3 | $342K | Buy |
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|
2025
Q2 | $302K | Sell |
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|
2025
Q1 | $242K | Sell |
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|
2024
Q4 | $384K | Buy |
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|
2024
Q3 | $298K | Buy |
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|
2024
Q2 | $265K | Buy |
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|
2024
Q1 | $345K | Sell |
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|
2023
Q4 | $343K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $458K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $225K | Buy |
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|
2021
Q4 | $243K | Buy |
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|
2021
Q3 | $313K | Buy |
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|
2021
Q2 | $290K | Buy |
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|
2021
Q1 | $227K | Hold |
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|
2020
Q4 | $218K | Buy |
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