Bellevue Asset Management’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 | $2.45K | Hold |
36
| – | – | ﹤0.01% | 412 |
|
|
2025
Q1 | $1.96K | Hold |
36
| – | – | ﹤0.01% | 428 |
|
|
2024
Q4 | $3.06K | Hold |
36
| – | – | ﹤0.01% | 406 |
|
|
2024
Q3 | $2.42K | Hold |
36
| – | – | ﹤0.01% | 391 |
|
|
2024
Q2 | $2.32K | Hold |
36
| – | – | ﹤0.01% | 390 |
|
|
2024
Q1 | $3.05K | Hold |
36
| – | – | ﹤0.01% | 366 |
|
|
2023
Q4 | $2.78K | Hold |
36
| – | – | ﹤0.01% | 371 |
|
|
2023
Q3 | $1.59K | Hold |
36
| – | – | ﹤0.01% | 412 |
|
|
2023
Q2 | $2.4K | Hold |
36
| – | – | ﹤0.01% | 386 |
|
|
2023
Q1 | $2.47K | Hold |
36
| – | – | ﹤0.01% | 384 |
|
|
2022
Q4 | $2.22K | Sell |
36
-2
| -5% | -$123 | ﹤0.01% | 388 |
|
|
2022
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 447 |
|
|
2022
Q2 | $2K | Sell |
38
-2
| -5% | -$105 | ﹤0.01% | 454 |
|
|
2022
Q1 | $6K | Sell |
40
-24
| -38% | -$3.6K | ﹤0.01% | 347 |
|
|
2021
Q4 | $10K | Buy |
64
+25
| +64% | +$3.91K | 0.01% | 324 |
|
|
2021
Q3 | $10K | Hold |
39
| – | – | 0.01% | 335 |
|
|
2021
Q2 | $10K | Buy |
39
+27
| +225% | +$6.92K | 0.01% | 335 |
|
|
2021
Q1 | $3K | Hold |
12
| – | – | ﹤0.01% | 540 |
|
|
2020
Q4 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 556 |
|