Boomfish Wealth Group’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
Sell
2025
Q4
$994K Buy
2025
Q3
$1.05M Buy
2025
Q2
$903K Sell
2025
Q1
$731K Buy
2024
Q4
$940K Sell
2024
Q3
$837K Sell
2024
Q2
$846K Buy
2024
Q1
$1.02M Sell
2023
Q4
$969K Buy