Bank Julius Baer & Co’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 | $982K | Buy |
14,453
+958
| +7% | +$65.1K | ﹤0.01% | 338 |
|
|
2025
Q1 | $829K | Sell |
13,495
-358
| -3% | -$22K | ﹤0.01% | 326 |
|
|
2024
Q4 | $1.3M | Buy |
13,853
+333
| +2% | +$31.2K | ﹤0.01% | 300 |
|
|
2024
Q3 | $1.08M | Sell |
13,520
-861
| -6% | -$68.5K | ﹤0.01% | 285 |
|
|
2024
Q2 | $1.03M | Sell |
14,381
-10,595
| -42% | -$760K | ﹤0.01% | 238 |
|
|
2024
Q1 | $2.06M | Buy |
24,976
+6,560
| +36% | +$542K | 0.01% | 225 |
|
|
2023
Q4 | $1.42M | Buy |
18,416
+7,130
| +63% | +$552K | 0.01% | 257 |
|
|
2023
Q3 | $500K | Sell |
11,286
-562
| -5% | -$24.9K | ﹤0.01% | 319 |
|
|
2023
Q2 | $789K | Sell |
11,848
-3,269
| -22% | -$218K | ﹤0.01% | 290 |
|
|
2023
Q1 | $1.04M | Sell |
15,117
-15
| -0.1% | -$1.03K | 0.01% | 268 |
|
|
2022
Q4 | $950K | Buy |
15,132
+2,389
| +19% | +$150K | 0.01% | 274 |
|
|
2022
Q3 | $701K | Sell |
12,743
-213
| -2% | -$11.7K | 0.01% | 300 |
|
|
2022
Q2 | $796K | Buy |
12,956
+422
| +3% | +$25.9K | 0.01% | 296 |
|
|
2022
Q1 | $1.7M | Sell |
12,534
-10
| -0.1% | -$1.36K | 0.01% | 234 |
|
|
2021
Q4 | $2.03M | Sell |
12,544
-276
| -2% | -$44.6K | 0.01% | 275 |
|
|
2021
Q3 | $3.08M | Sell |
12,820
-87,484
| -87% | -$21M | 0.02% | 229 |
|
|
2021
Q2 | $24.5M | Buy |
100,304
+87,140
| +662% | +$21.2M | 0.16% | 111 |
|
|
2021
Q1 | $2.99M | Buy |
13,164
+772
| +6% | +$175K | 0.02% | 230 |
|
|
2020
Q4 | $2.7M | Buy |
12,392
+538
| +5% | +$117K | 0.02% | 236 |
|
|
2020
Q3 | $1.93M | Sell |
11,854
-451
| -4% | -$73.3K | 0.02% | 230 |
|
|
2020
Q2 | $1.29M | Sell |
12,305
-2,721
| -18% | -$285K | 0.01% | 242 |
|
|
2020
Q1 | $787K | Buy |
+15,026
| New | +$787K | 0.02% | 258 |
|