Bellevue Asset 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
Q2 | $2.44K | Hold |
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|
2025
Q1 | $1.96K | Hold |
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|
2024
Q4 | $3.06K | Hold |
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|
2024
Q3 | $2.42K | Hold |
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|
2024
Q2 | $2.32K | Hold |
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|
2024
Q1 | $3.04K | Hold |
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|
2023
Q4 | $2.78K | Hold |
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|
2023
Q3 | $1.59K | Hold |
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|
2023
Q2 | $2.4K | Hold |
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|
2023
Q1 | $2.47K | Hold |
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|
2022
Q4 | $2.22K | Sell |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $6K | Sell |
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|
2021
Q4 | $10K | Buy |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $10K | Buy |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $3K | Buy |
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