AXS Investments’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 | – | Sell |
-20,237
| Closed | -$1.1M | – | 217 |
|
|
2025
Q1 | $1.1M | Buy |
20,237
+4,672
| +30% | +$254K | 0.3% | 154 |
|
|
2024
Q4 | $1.32M | Sell |
15,565
-4,195
| -21% | -$357K | 0.37% | 120 |
|
|
2024
Q3 | $1.33M | Buy |
19,760
+910
| +5% | +$61.1K | 0.35% | 139 |
|
|
2024
Q2 | $1.22M | Buy |
18,850
+3,315
| +21% | +$214K | 0.34% | 122 |
|
|
2024
Q1 | $1.31M | Sell |
15,535
-4,159
| -21% | -$352K | 0.32% | 117 |
|
|
2023
Q4 | $1.52M | Buy |
+19,694
| New | +$1.52M | 0.37% | 77 |
|
|
2023
Q3 | – | Sell |
-19,929
| Closed | -$1.33M | – | 481 |
|
|
2023
Q2 | $1.33M | Buy |
19,929
+4,388
| +28% | +$292K | 0.35% | 88 |
|
|
2023
Q1 | $1.07M | Buy |
+15,541
| New | +$1.07M | 0.35% | 116 |
|
|
2022
Q4 | – | Sell |
-14,431
| Closed | -$794K | – | 365 |
|
|
2022
Q3 | $794K | Sell |
14,431
-1,084
| -7% | -$59.6K | 0.31% | 129 |
|
|
2022
Q2 | $954K | Buy |
+15,515
| New | +$954K | 0.34% | 106 |
|
|
2022
Q1 | – | Sell |
-18,015
| Closed | -$2.91M | – | 187 |
|
|
2021
Q4 | $2.91M | Buy |
+18,015
| New | +$2.91M | 0.69% | 45 |
|