Baker Avenue Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $269K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $708 | Sell |
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|
2023
Q2 | $703K | Sell |
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|
2023
Q1 | $908K | Sell |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $731K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $568K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $176K | Buy |
|