Cache Advisors’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
$532K Hold
7,830
0.14% 65
2025
Q1
$425K Hold
7,830
0.16% 61
2024
Q4
$665K Buy
+7,830
New +$665K 0.28% 44