BWM
XYZ

BNC Wealth Management’s Block Inc XYZ Stock Holding History

BNC Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
2024
Q4 		$1.78M Buy
2022
Q1 		– Sell
2021
Q4 		$2.41M Buy
2021
Q3 		$3.41M Buy
2021
Q2 		$3.41M Buy
2021
Q1 		$3.1M Sell
2020
Q4 		$3.22M Buy
2020
Q3 		$2.22M Buy