Barrett & Company’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 | $3.4K | Hold |
50
| – | – | ﹤0.01% | 555 |
|
|
2025
Q1 | $2.72K | Hold |
50
| – | – | ﹤0.01% | 539 |
|
|
2024
Q4 | $4.25K | Hold |
50
| – | – | ﹤0.01% | 510 |
|
|
2024
Q3 | $3.36K | Hold |
50
| – | – | ﹤0.01% | 510 |
|
|
2024
Q2 | $3.23K | Hold |
50
| – | – | ﹤0.01% | 518 |
|
|
2024
Q1 | $4.23K | Hold |
50
| – | – | ﹤0.01% | 504 |
|
|
2023
Q4 | $3.87K | Hold |
50
| – | – | ﹤0.01% | 493 |
|
|
2023
Q3 | $2.21K | Hold |
50
| – | – | ﹤0.01% | 541 |
|
|
2023
Q2 | $3.33K | Hold |
50
| – | – | ﹤0.01% | 496 |
|
|
2023
Q1 | $3.43K | Hold |
50
| – | – | ﹤0.01% | 473 |
|
|
2022
Q4 | $3.14K | Hold |
50
| – | – | ﹤0.01% | 481 |
|
|
2022
Q3 | $3.14K | Buy |
+50
| New | +$3.14K | ﹤0.01% | 481 |
|