Boomfish Wealth 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
Q2 | $903K | Sell |
13,299
-156
| -1% | -$10.6K | 0.52% | 61 |
|
|
2025
Q1 | $731K | Buy |
13,455
+2,391
| +22% | +$130K | 0.47% | 65 |
|
|
2024
Q4 | $940K | Sell |
11,064
-1,407
| -11% | -$120K | 0.57% | 61 |
|
|
2024
Q3 | $837K | Sell |
12,471
-640
| -5% | -$43K | 0.51% | 73 |
|
|
2024
Q2 | $846K | Buy |
13,111
+1,009
| +8% | +$65.1K | 0.55% | 75 |
|
|
2024
Q1 | $1.02M | Sell |
12,102
-425
| -3% | -$35.9K | 0.69% | 69 |
|
|
2023
Q4 | $969K | Buy |
+12,527
| New | +$969K | 0.7% | 68 |
|