Bouvel Investment Partners’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 | – | Sell |
-17,867
| Closed | -$1.2M | – | 99 |
|
|
2025
Q1 | $1.2M | Sell |
17,867
-226
| -1% | -$15.2K | 0.45% | 60 |
|
|
2024
Q4 | $1.54M | Buy |
18,093
+226
| +1% | +$19.2K | 0.55% | 55 |
|
|
2024
Q3 | $1.2M | Sell |
17,867
-174
| -1% | -$11.7K | 0.45% | 60 |
|
|
2024
Q2 | $1.16M | Buy |
18,041
+8
| +0% | +$516 | 0.45% | 60 |
|
|
2024
Q1 | $1.53M | Buy |
18,033
+427
| +2% | +$36.1K | 0.66% | 53 |
|
|
2023
Q4 | $1.36M | Buy |
17,606
+429
| +2% | +$33.2K | 0.64% | 59 |
|
|
2023
Q3 | $760K | Buy |
17,177
+155
| +0.9% | +$6.86K | 0.41% | 69 |
|
|
2023
Q2 | $1.13M | Buy |
17,022
+605
| +4% | +$40.3K | 0.62% | 58 |
|
|
2023
Q1 | $1.13M | Buy |
16,417
+597
| +4% | +$41K | 0.66% | 54 |
|
|
2022
Q4 | $994K | Buy |
15,820
+616
| +4% | +$38.7K | 0.64% | 53 |
|
|
2022
Q3 | $836K | Buy |
15,204
+32
| +0.2% | +$1.76K | 0.56% | 54 |
|
|
2022
Q2 | $932K | Buy |
15,172
+243
| +2% | +$14.9K | 0.7% | 52 |
|
|
2022
Q1 | $2.02M | Buy |
14,929
+87
| +0.6% | +$11.8K | 1.23% | 39 |
|
|
2021
Q4 | $2.4M | Sell |
14,842
-384
| -3% | -$62K | 1.34% | 30 |
|
|
2021
Q3 | $3.65M | Sell |
15,226
-312
| -2% | -$74.8K | 2.06% | 14 |
|
|
2021
Q2 | $3.79M | Buy |
15,538
+79
| +0.5% | +$19.3K | 2.14% | 14 |
|
|
2021
Q1 | $3.51M | Sell |
15,459
-61
| -0.4% | -$13.9K | 2.25% | 10 |
|
|
2020
Q4 | $3.38M | Buy |
+15,520
| New | +$3.38M | 2.4% | 11 |
|