Belpointe 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
Q1 | – | Sell |
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|
2024
Q4 | $888K | Buy |
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|
2024
Q3 | $630K | Sell |
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|
2024
Q2 | $798K | Buy |
|
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|
2024
Q1 | $361K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.91M | Buy |
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|
2022
Q4 | $396K | Buy |
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|
2022
Q3 | $317K | Sell |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $668K | Sell |
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|
2021
Q4 | $913K | Sell |
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|
2021
Q3 | $1.52M | Sell |
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|
2021
Q2 | $1.8M | Buy |
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|
2021
Q1 | $1.51M | Buy |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $1.74M | Sell |
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|
2020
Q2 | $1.39M | Sell |
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|
2020
Q1 | $967K | Buy |
|