Axxcess Wealth Management’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 | $269K | Sell |
3,955
-368
| -9% | -$25K | 0.01% | 750 |
|
|
2025
Q1 | $235K | Sell |
4,323
-1,720
| -28% | -$93.4K | 0.01% | 766 |
|
|
2024
Q4 | $514K | Sell |
6,043
-5,763
| -49% | -$490K | 0.01% | 537 |
|
|
2024
Q3 | $793K | Sell |
11,806
-1,903
| -14% | -$128K | 0.02% | 443 |
|
|
2024
Q2 | $884K | Sell |
13,709
-419
| -3% | -$27K | 0.02% | 402 |
|
|
2024
Q1 | $1.19M | Sell |
14,128
-89
| -0.6% | -$7.53K | 0.03% | 335 |
|
|
2023
Q4 | $1.1M | Buy |
14,217
+3,429
| +32% | +$265K | 0.03% | 335 |
|
|
2023
Q3 | $477K | Buy |
10,788
+387
| +4% | +$17.1K | 0.02% | 487 |
|
|
2023
Q2 | $692K | Buy |
10,401
+1,602
| +18% | +$107K | 0.05% | 283 |
|
|
2023
Q1 | $604K | Buy |
8,799
+1,203
| +16% | +$82.6K | 0.05% | 337 |
|
|
2022
Q4 | $477K | Sell |
7,596
-2,885
| -28% | -$181K | 0.04% | 362 |
|
|
2022
Q3 | $576K | Sell |
10,481
-1,302
| -11% | -$71.6K | 0.05% | 287 |
|
|
2022
Q2 | $724K | Buy |
11,783
+1,723
| +17% | +$106K | 0.07% | 234 |
|
|
2022
Q1 | $1.36M | Buy |
10,060
+474
| +5% | +$64.3K | 0.11% | 162 |
|
|
2021
Q4 | $1.55M | Buy |
+9,586
| New | +$1.55M | 0.11% | 147 |
|