Baker Tilly 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 | – | Sell |
|
|||||
|
2025
Q1 | $324K | Buy |
|
|||||
|
2024
Q4 | $479K | Buy |
|
|||||
|
2024
Q3 | $364K | Buy |
|
|||||
|
2024
Q2 | $295K | Sell |
|
|||||
|
2024
Q1 | $534K | Buy |
|
|||||
|
2023
Q4 | $480K | Sell |
|
|||||
|
2023
Q3 | $311K | Sell |
|
|||||
|
2023
Q2 | $1.37M | Buy |
|
|||||
|
2023
Q1 | $1.25M | Buy |
|
|||||
|
2022
Q4 | $1.02M | Buy |
|
|||||
|
2022
Q3 | $624K | Sell |
|
|||||
|
2022
Q2 | $793K | Buy |
|
|||||
|
2022
Q1 | $1.33M | Buy |
|
|||||
|
2021
Q4 | $263K | Sell |
|
|||||
|
2021
Q3 | $495K | Buy |
|
|||||
|
2021
Q2 | $367K | Buy |
|
|||||
|
2021
Q1 | $340K | Buy |
|