Baird Financial Group’s Block, Inc. XYZ Stock Holding History

Baird Financial Group’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.87M	Buy	27,474 +7,414	+37%	+$504K	﹤0.01%	1030
2025 Q1	$1.09M	Sell	20,060 -14,294	-42%	-$777K	﹤0.01%	1150
2024 Q4	$2.92M	Buy	34,354 +18,917	+123%	+$1.61M	0.01%	857
2024 Q3	$1.04M	Sell	15,437 -45,976	-75%	-$3.09M	﹤0.01%	1162
2024 Q2	$3.96M	Sell	61,413 -19,019	-24%	-$1.23M	0.01%	728
2024 Q1	$6.8M	Buy	80,432 +45,184	+128%	+$3.82M	0.01%	584
2023 Q4	$2.73M	Buy	35,248 +7,751	+28%	+$600K	0.01%	850
2023 Q3	$1.22M	Buy	27,497 +877	+3%	+$38.8K	﹤0.01%	1056
2023 Q2	$1.77M	Sell	26,620 -37,220	-58%	-$2.48M	﹤0.01%	948
2023 Q1	$4.38M	Buy	63,840 +44,797	+235%	+$3.08M	0.01%	631
2022 Q4	$1.2M	Buy	19,043 +118	+0.6%	+$7.42K	﹤0.01%	1020
2022 Q3	$1.04M	Buy	18,925 +496	+3%	+$27.3K	﹤0.01%	1042
2022 Q2	$1.13M	Sell	18,429 -535	-3%	-$32.9K	﹤0.01%	1042
2022 Q1	$2.57M	Sell	18,964 -3,184	-14%	-$432K	0.01%	805
2021 Q4	$3.58M	Sell	22,148 -3,123	-12%	-$504K	0.01%	720
2021 Q3	$6.06M	Buy	25,271 +3,282	+15%	+$787K	0.02%	538
2021 Q2	$5.36M	Sell	21,989 -14,751	-40%	-$3.6M	0.01%	570
2021 Q1	$8.34M	Buy	36,740 +2,340	+7%	+$531K	0.02%	441
2020 Q4	$7.49M	Buy	34,400 +2,462	+8%	+$536K	0.02%	441
2020 Q3	$5.19M	Sell	31,938 -19,621	-38%	-$3.19M	0.02%	485
2020 Q2	$5.41M	Buy	51,559 +2,546	+5%	+$267K	0.02%	463
2020 Q1	$2.57M	Buy	49,013 +11,179	+30%	+$585K	0.01%	618
2019 Q4	$2.37M	Sell	37,834 -143,802	-79%	-$9M	0.01%	721
2019 Q3	$11.3M	Buy	181,636 +12,042	+7%	+$746K	0.04%	335
2019 Q2	$12.3M	Buy	169,594 +7,744	+5%	+$562K	0.05%	326
2019 Q1	$12.1M	Sell	161,850 -5,409	-3%	-$405K	0.07%	284
2018 Q4	$9.38M	Buy	167,259 +4,394	+3%	+$246K	0.06%	304
2018 Q3	$15.8M	Buy	162,865 +5,321	+3%	+$518K	0.1%	239
2018 Q2	$9.71M	Buy	157,544 +3,001	+2%	+$185K	0.07%	299
2018 Q1	$7.6M	Buy	+154,543	New	+$7.6M	0.05%	337