Brighton Jones LLC’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 | $319K | Buy |
4,690
+359
| +8% | +$24.4K | 0.01% | 697 |
|
|
2025
Q1 | $235K | Sell |
4,331
-319
| -7% | -$17.3K | 0.01% | 601 |
|
|
2024
Q4 | $395K | Buy |
4,650
+454
| +11% | +$38.6K | 0.01% | 452 |
|
|
2024
Q3 | $282K | Sell |
4,196
-2,806
| -40% | -$188K | 0.01% | 443 |
|
|
2024
Q2 | $452K | Buy |
7,002
+4,587
| +190% | +$296K | 0.01% | 373 |
|
|
2024
Q1 | $204K | Sell |
2,415
-196
| -8% | -$16.6K | 0.01% | 575 |
|
|
2023
Q4 | $202K | Sell |
2,611
-9,503
| -78% | -$735K | 0.01% | 545 |
|
|
2023
Q3 | $536K | Buy |
12,114
+591
| +5% | +$26.2K | 0.03% | 270 |
|
|
2023
Q2 | $767K | Sell |
11,523
-947
| -8% | -$63K | 0.04% | 224 |
|
|
2023
Q1 | $856K | Buy |
12,470
+8,951
| +254% | +$615K | 0.05% | 203 |
|
|
2022
Q4 | $221K | Sell |
3,519
-129
| -4% | -$8.11K | 0.01% | 408 |
|
|
2022
Q3 | $201K | Buy |
+3,648
| New | +$201K | 0.01% | 424 |
|
|
2022
Q2 | – | Sell |
-2,885
| Closed | -$391K | – | 540 |
|
|
2022
Q1 | $391K | Buy |
2,885
+1,048
| +57% | +$142K | 0.02% | 318 |
|
|
2021
Q4 | $297K | Sell |
1,837
-1,427
| -44% | -$231K | 0.01% | 376 |
|
|
2021
Q3 | $783K | Buy |
3,264
+720
| +28% | +$173K | 0.04% | 185 |
|
|
2021
Q2 | $620K | Buy |
2,544
+32
| +1% | +$7.8K | 0.03% | 225 |
|
|
2021
Q1 | $570K | Sell |
2,512
-305
| -11% | -$69.2K | 0.03% | 218 |
|
|
2020
Q4 | $613K | Buy |
2,817
+829
| +42% | +$180K | 0.04% | 184 |
|
|
2020
Q3 | $323K | Buy |
+1,988
| New | +$323K | 0.02% | 248 |
|
|
2019
Q4 | – | Sell |
-8,778
| Closed | -$544K | – | 328 |
|
|
2019
Q3 | $544K | Buy |
8,778
+73
| +0.8% | +$4.52K | 0.06% | 160 |
|
|
2019
Q2 | $631K | Buy |
8,705
+90
| +1% | +$6.52K | 0.07% | 143 |
|
|
2019
Q1 | $645K | Buy |
8,615
+1,505
| +21% | +$113K | 0.08% | 143 |
|
|
2018
Q4 | $399K | Buy |
7,110
+1,652
| +30% | +$92.7K | 0.06% | 167 |
|
|
2018
Q3 | $540K | Sell |
5,458
-6,114
| -53% | -$605K | 0.07% | 148 |
|
|
2018
Q2 | $713K | Buy |
11,572
+3,251
| +39% | +$200K | 0.09% | 131 |
|
|
2018
Q1 | $409K | Buy |
+8,321
| New | +$409K | 0.06% | 177 |
|