Axxcess Wealth Management’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 | $269K | Sell |
|
|||||
|
2025
Q1 | $235K | Sell |
|
|||||
|
2024
Q4 | $514K | Sell |
|
|||||
|
2024
Q3 | $793K | Sell |
|
|||||
|
2024
Q2 | $884K | Sell |
|
|||||
|
2024
Q1 | $1.19M | Sell |
|
|||||
|
2023
Q4 | $1.1M | Buy |
|
|||||
|
2023
Q3 | $477K | Buy |
|
|||||
|
2023
Q2 | $692K | Buy |
|
|||||
|
2023
Q1 | $604K | Buy |
|
|||||
|
2022
Q4 | $477K | Sell |
|
|||||
|
2022
Q3 | $576K | Sell |
|
|||||
|
2022
Q2 | $724K | Buy |
|
|||||
|
2022
Q1 | $1.36M | Buy |
|
|||||
|
2021
Q4 | $1.55M | Buy |
|