Bradley & Co Private Wealth Management’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 | $11.3K | Hold |
166
| – | – | 0.01% | 119 |
|
|
2025
Q1 | $9.02K | Hold |
166
| – | – | 0.01% | 123 |
|
|
2024
Q4 | $14.1K | Buy |
+166
| New | +$14.1K | 0.01% | 115 |
|
|
2024
Q2 | $10.7K | Hold |
166
| – | – | 0.01% | 116 |
|
|
2024
Q1 | $14K | Hold |
166
| – | – | 0.01% | 111 |
|
|
2023
Q4 | $12.8K | Buy |
166
+20
| +14% | +$1.55K | 0.01% | 115 |
|
|
2023
Q3 | $6.46K | Buy |
+146
| New | +$6.46K | 0.01% | 126 |
|