Bell Investment Advisors’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 | $8.08K | Buy |
119
+19
| +19% | +$1.29K | ﹤0.01% | 764 |
|
|
2025
Q1 | $5.43K | Buy |
100
+17
| +20% | +$924 | ﹤0.01% | 872 |
|
|
2024
Q4 | $7.06K | Buy |
83
+9
| +12% | +$765 | ﹤0.01% | 754 |
|
|
2024
Q3 | $4.97K | Sell |
74
-25
| -25% | -$1.68K | ﹤0.01% | 933 |
|
|
2024
Q2 | $6.39K | Buy |
99
+7
| +8% | +$451 | ﹤0.01% | 808 |
|
|
2024
Q1 | $7.78K | Buy |
92
+8
| +10% | +$677 | ﹤0.01% | 697 |
|
|
2023
Q4 | $6.5K | Sell |
84
-82
| -49% | -$6.34K | ﹤0.01% | 739 |
|
|
2023
Q3 | $7.35K | Sell |
166
-67
| -29% | -$2.97K | ﹤0.01% | 622 |
|
|
2023
Q2 | $15.5K | Sell |
233
-106
| -31% | -$7.06K | ﹤0.01% | 365 |
|
|
2023
Q1 | $23.3K | Sell |
339
-51
| -13% | -$3.5K | 0.01% | 275 |
|
|
2022
Q4 | $24.5K | Buy |
390
+52
| +15% | +$3.27K | 0.01% | 267 |
|
|
2022
Q3 | $19K | Buy |
338
+141
| +72% | +$7.93K | 0.01% | 272 |
|
|
2022
Q2 | $12K | Buy |
+197
| New | +$12K | ﹤0.01% | 387 |
|
|
2021
Q4 | $15K | Sell |
91
-33
| -27% | -$5.44K | ﹤0.01% | 382 |
|
|
2021
Q3 | $30K | Buy |
+124
| New | +$30K | 0.01% | 215 |
|