C.M. Bidwell & Associates’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 | $662 | Hold |
11
| – | – | ﹤0.01% | 449 |
|
|
2025
Q4 | $716 | Hold |
11
| – | – | ﹤0.01% | 444 |
|
|
2025
Q3 | $795 | Hold |
11
| – | – | ﹤0.01% | 440 |
|
|
2025
Q2 | $747 | Hold |
11
| – | – | ﹤0.01% | 395 |
|
|
2025
Q1 | $598 | Sell |
11
-30
| -73% | -$2.24K | ﹤0.01% | 402 |
|
|
2024
Q4 | $3.48K | Hold |
41
| – | – | ﹤0.01% | 392 |
|
|
2024
Q3 | $2.75K | Hold |
41
| – | – | ﹤0.01% | 420 |
|
|
2024
Q2 | $2.64K | Hold |
41
| – | – | ﹤0.01% | 399 |
|
|
2024
Q1 | $3.47K | Hold |
41
| – | – | ﹤0.01% | 377 |
|
|
2023
Q4 | $3.17K | Hold |
41
| – | – | ﹤0.01% | 378 |
|
|
2023
Q3 | $1.81K | Hold |
41
| – | – | ﹤0.01% | 476 |
|
|
2023
Q2 | $2.73K | Hold |
41
| – | – | ﹤0.01% | 434 |
|
|
2023
Q1 | $2.81K | Hold |
41
| – | – | ﹤0.01% | 422 |
|
|
2022
Q4 | $2.58K | Buy |
41
+30
| +273% | +$1.85K | ﹤0.01% | 419 |
|
|
2022
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 470 |
|
|
2022
Q2 | $1K | Sell |
11
-23
| -68% | -$2.1K | ﹤0.01% | 481 |
|
|
2022
Q1 | $5K | Buy |
34
+11
| +48% | +$1.33K | ﹤0.01% | 411 |
|
|
2021
Q4 | $4K | Hold |
23
| – | – | ﹤0.01% | 474 |
|
|
2021
Q3 | $6K | Hold |
23
| – | – | ﹤0.01% | 438 |
|
|
2021
Q2 | $6K | Sell |
23
-484
| -95% | -$112K | ﹤0.01% | 440 |
|
|
2021
Q1 | $115K | Sell |
507
-198
| -28% | -$46.3K | 0.08% | 229 |
|
|
2020
Q4 | $153K | Sell |
705
-7
| -1% | -$1.36K | 0.13% | 172 |
|
|
2020
Q3 | $116K | Buy |
+712
| New | +$101K | 0.11% | 186 |
|
Other funds holding XYZ
VCM
VPM
