Bedell Frazier Investment Counselling’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
Q4 | – | Sell |
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|
2025
Q3 | $2.56M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.03M | Sell |
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|
2022
Q4 | $2.06M | Sell |
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|
2022
Q3 | $1.92M | Buy |
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|
2022
Q2 | $2.11M | Buy |
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|
2022
Q1 | $4.5M | Buy |
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|
2021
Q4 | $5.03M | Buy |
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|
2021
Q3 | $7.07M | Sell |
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|
2021
Q2 | $8.35M | Buy |
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|
2021
Q1 | $7.56M | Buy |
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|
2020
Q4 | $6.95M | Sell |
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|
2020
Q3 | $5.71M | Sell |
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|
2020
Q2 | $4.61M | Sell |
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|
2020
Q1 | $2.69M | Sell |
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|
2019
Q4 | $3.38M | Hold |
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|
2019
Q3 | $3.38M | Buy |
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|
2019
Q2 | $3.07M | Buy |
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