BWA
XYZ

Bordeaux Wealth Advisors’s Block Inc XYZ Stock Holding History

Bordeaux Wealth Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
2024
Q4 		$209K Buy
2022
Q1 		– Sell
2021
Q4 		$210K Buy
2021
Q3 		$283K Sell
2021
Q2 		$334K Buy
2021
Q1 		$223K Hold
2020
Q4 		$214K Buy