Bell Investment Advisors’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
Q2 | $8.08K | Buy |
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|
2025
Q1 | $5.43K | Buy |
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|
2024
Q4 | $7.05K | Buy |
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|
2024
Q3 | $4.97K | Sell |
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|
2024
Q2 | $6.38K | Buy |
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|
2024
Q1 | $7.78K | Buy |
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|
2023
Q4 | $6.5K | Sell |
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|
2023
Q3 | $7.35K | Sell |
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|
2023
Q2 | $15.5K | Sell |
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|
2023
Q1 | $23.3K | Sell |
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|
2022
Q4 | $24.5K | Buy |
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|
2022
Q3 | $19K | Buy |
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|
2022
Q2 | $12K | Buy |
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|
2021
Q4 | $15K | Sell |
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|
2021
Q3 | $30K | Buy |
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