Bartlett & Co 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
Q3 | $4.34K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.79K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $154K | Sell |
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|
2023
Q3 | $134K | Sell |
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|
2023
Q2 | $235K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.66K | Sell |
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|
2022
Q1 | $13.6K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.19K | Hold |
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|
2021
Q1 | $2.04K | Hold |
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|
2020
Q4 | $1.96K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $24.7K | Hold |
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|
2019
Q3 | $24.5K | Buy |
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