Benjamin Edwards Inc’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $663K | Sell |
11,013
-3,842
| -26% | -$234K | 0.01% | 895 |
|
|
2025
Q4 | $967K | Buy |
14,855
+3,705
| +33% | +$256K | 0.01% | 725 |
|
|
2025
Q3 | $806K | Sell |
11,150
-3,331
| -23% | -$249K | 0.01% | 769 |
|
|
2025
Q2 | $984K | Sell |
14,481
-1,082
| -7% | -$63K | 0.01% | 631 |
|
|
2025
Q1 | $846K | Sell |
15,563
-8,639
| -36% | -$645K | 0.01% | 629 |
|
|
2024
Q4 | $2.06M | Sell |
24,202
-15,033
| -38% | -$1.23M | 0.03% | 429 |
|
|
2024
Q3 | $2.63M | Buy |
39,235
+38,166
| +3,570% | +$2.47M | 0.04% | 381 |
|
|
2024
Q2 | $69K | Sell |
1,069
-244
| -19% | -$17.1K | 0.01% | 464 |
|
|
2024
Q1 | $111K | Sell |
1,313
-199
| -13% | -$14.4K | 0.02% | 407 |
|
|
2023
Q4 | $117K | Sell |
1,512
-99
| -6% | -$5.6K | 0.03% | 400 |
|
|
2023
Q3 | $71K | Buy |
1,611
+49
| +3% | +$3.03K | 0.02% | 424 |
|
|
2023
Q2 | $104K | Sell |
1,562
-74
| -5% | -$4.62K | 0.02% | 381 |
|
|
2023
Q1 | $112K | Buy |
1,636
+589
| +56% | +$44.1K | 0.03% | 350 |
|
|
2022
Q4 | $66K | Buy |
1,047
+92
| +10% | +$5.68K | 0.02% | 399 |
|
|
2022
Q3 | $53K | Buy |
955
+296
| +45% | +$21K | 0.02% | 415 |
|
|
2022
Q2 | $41K | Buy |
659
+42
| +7% | +$3.84K | 0.01% | 447 |
|
|
2022
Q1 | $84K | Buy |
617
+134
| +28% | +$16.2K | 0.02% | 388 |
|
|
2021
Q4 | $78K | Buy |
483
+223
| +86% | +$48.3K | 0.03% | 379 |
|
|
2021
Q3 | $62K | Sell |
260
-52
| -17% | -$13.4K | 0.04% | 278 |
|
|
2021
Q2 | $76K | Sell |
312
-116
| -27% | -$26.9K | 0.05% | 244 |
|
|
2021
Q1 | $97K | Buy |
428
+63
| +17% | +$14.7K | 0.07% | 206 |
|
|
2020
Q4 | $79K | Sell |
365
-272
| -43% | -$53.1K | 0.06% | 208 |
|
|
2020
Q3 | $104K | Sell |
637
-265
| -29% | -$37.4K | 0.09% | 165 |
|
|
2020
Q2 | $95K | Buy |
902
+12
| +1% | +$919 | 0.08% | 160 |
|
|
2020
Q1 | $47K | Buy |
890
+62
| +7% | +$4.24K | 0.05% | 178 |
|
|
2019
Q4 | $52K | Buy |
828
+116
| +16% | +$7.41K | 0.11% | 130 |
|
|
2019
Q3 | $44K | Buy |
712
+200
| +39% | +$13.6K | 0.1% | 134 |
|
|
2019
Q2 | $37K | Buy |
512
+225
| +78% | +$15.7K | 0.09% | 138 |
|
|
2019
Q1 | $22K | Buy |
+287
| New | +$20.8K | 0.11% | 154 |
|
Other funds holding XYZ
VCM
VPM
