Caldwell Trust’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.3K | Hold |
800
|
|
||||
|
2025
Q1 | $43.5K | Hold |
800
|
|
||||
|
2024
Q4 | $68K | Hold |
800
|
|
||||
|
2024
Q3 | $53.7K | Buy |
800
+750
|
|
||||
|
2024
Q2 | $3.23K | Sell |
50
-19
|
|
||||
|
2024
Q1 | $5.84K | Hold |
69
|
|
||||
|
2023
Q4 | $5.34K | Hold |
69
|
|
||||
|
2023
Q3 | $3.05K | Hold |
69
|
|
||||
|
2023
Q2 | $4.59K | Hold |
69
|
|
||||
|
2023
Q1 | $4.74K | Hold |
69
|
|
||||
|
2022
Q4 | $4.34K | Hold |
69
|
|
||||
|
2022
Q3 | $3.79K | Hold |
69
|
|
||||
|
2022
Q2 | $4.24K | Hold |
69
|
|
||||
|
2022
Q1 | $9.36K | Hold |
69
|
|
||||
|
2021
Q4 | $11.1K | Hold |
69
|
|
||||
|
2021
Q3 | $16.5K | Buy |
69
+19
|
|
||||
|
2021
Q2 | $12.2K | Hold |
50
|
|
||||
|
2021
Q1 | $11.4K | Hold |
50
|
|
||||
|
2020
Q4 | $10.9K | Hold |
50
|
|
||||
|
2020
Q3 | $8.13K | Hold |
50
|
|
||||
|
2020
Q2 | $5.25K | Hold |
50
|
|
||||
|
2020
Q1 | $2.62K | Hold |
50
|
|
||||
|
2019
Q4 | $3.13K | Buy |
+50
|
|