Berger Financial Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,195
| Closed | -$272K | – | 442 |
|
|
2024
Q4 | $272K | Sell |
3,195
-468
| -13% | -$39.8K | 0.02% | 335 |
|
|
2024
Q3 | $246K | Sell |
3,663
-802
| -18% | -$53.8K | 0.02% | 346 |
|
|
2024
Q2 | $288K | Sell |
4,465
-1,792
| -29% | -$116K | 0.02% | 294 |
|
|
2024
Q1 | $529K | Sell |
6,257
-2,261
| -27% | -$191K | 0.04% | 199 |
|
|
2023
Q4 | $659K | Sell |
8,518
-1,887
| -18% | -$146K | 0.07% | 146 |
|
|
2023
Q3 | $461K | Sell |
10,405
-3,680
| -26% | -$163K | 0.05% | 163 |
|
|
2023
Q2 | $938K | Sell |
14,085
-2,803
| -17% | -$187K | 0.11% | 117 |
|
|
2023
Q1 | $1.16M | Sell |
16,888
-5,063
| -23% | -$348K | 0.14% | 103 |
|
|
2022
Q4 | $1.38M | Sell |
21,951
-1,644
| -7% | -$103K | 0.18% | 93 |
|
|
2022
Q3 | $1.3M | Sell |
23,595
-2,057
| -8% | -$113K | 0.19% | 93 |
|
|
2022
Q2 | $1.58M | Sell |
25,652
-3,832
| -13% | -$236K | 0.23% | 80 |
|
|
2022
Q1 | $4M | Sell |
29,484
-1,332
| -4% | -$181K | 0.51% | 62 |
|
|
2021
Q4 | $4.98M | Buy |
+30,816
| New | +$4.98M | 0.66% | 47 |
|