Baker Tilly 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 | – | Sell |
-5,967
| Closed | -$324K | – | 251 |
|
|
2025
Q1 | $324K | Buy |
5,967
+330
| +6% | +$17.9K | 0.13% | 174 |
|
|
2024
Q4 | $479K | Buy |
5,637
+219
| +4% | +$18.6K | 0.19% | 120 |
|
|
2024
Q3 | $364K | Buy |
5,418
+837
| +18% | +$56.2K | 0.16% | 150 |
|
|
2024
Q2 | $295K | Sell |
4,581
-1,735
| -27% | -$112K | 0.12% | 199 |
|
|
2024
Q1 | $534K | Buy |
6,316
+114
| +2% | +$9.64K | 0.1% | 234 |
|
|
2023
Q4 | $480K | Sell |
6,202
-829
| -12% | -$64.1K | 0.08% | 288 |
|
|
2023
Q3 | $311K | Sell |
7,031
-13,523
| -66% | -$599K | 0.05% | 358 |
|
|
2023
Q2 | $1.37M | Buy |
20,554
+2,316
| +13% | +$154K | 0.14% | 155 |
|
|
2023
Q1 | $1.25M | Buy |
18,238
+1,951
| +12% | +$134K | 0.14% | 165 |
|
|
2022
Q4 | $1.02M | Buy |
16,287
+4,941
| +44% | +$310K | 0.13% | 181 |
|
|
2022
Q3 | $624K | Sell |
11,346
-1,557
| -12% | -$85.6K | 0.09% | 250 |
|
|
2022
Q2 | $793K | Buy |
12,903
+3,087
| +31% | +$190K | 0.1% | 214 |
|
|
2022
Q1 | $1.33M | Buy |
9,816
+8,185
| +502% | +$1.11M | 0.15% | 142 |
|
|
2021
Q4 | $263K | Sell |
1,631
-433
| -21% | -$69.8K | 0.03% | 456 |
|
|
2021
Q3 | $495K | Buy |
2,064
+558
| +37% | +$134K | 0.07% | 317 |
|
|
2021
Q2 | $367K | Buy |
1,506
+7
| +0.5% | +$1.71K | 0.06% | 351 |
|
|
2021
Q1 | $340K | Buy |
+1,499
| New | +$340K | 0.07% | 329 |
|