Cambridge Investment Research Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.96M | Buy |
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|
2025
Q1 | $2.98M | Sell |
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|
2024
Q4 | $4.76M | Sell |
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|
2024
Q3 | $4.16M | Sell |
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|
2024
Q2 | $6.52M | Buy |
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|
2024
Q1 | $8.26M | Buy |
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|
2023
Q4 | $6.15M | Sell |
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|
2023
Q3 | $3.71M | Buy |
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|
2023
Q2 | $5.09M | Sell |
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|
2023
Q1 | $6.49M | Buy |
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|
2022
Q4 | $5.74M | Sell |
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|
2022
Q3 | $5.89M | Sell |
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|
2022
Q2 | $7.19M | Buy |
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|
2022
Q1 | $15.1M | Buy |
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|
2021
Q4 | $17.7M | Sell |
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|
2021
Q3 | $26.2M | Sell |
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|
2021
Q2 | $38.6M | Buy |
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|
2021
Q1 | $33.7M | Sell |
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|
2020
Q4 | $33.4M | Sell |
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|
2020
Q3 | $26M | Sell |
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|
2020
Q2 | $17.3M | Sell |
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|
2020
Q1 | $8.73M | Buy |
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|
2019
Q4 | $9.44M | Buy |
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|
2019
Q3 | $8.64M | Buy |
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|
2019
Q2 | $9.32M | Buy |
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|
2019
Q1 | $9.25M | Buy |
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|
2018
Q4 | $5.81M | Sell |
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|
2018
Q3 | $16.3M | Buy |
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|
2018
Q2 | $4.97M | Buy |
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|
2018
Q1 | $3.22M | Buy |
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|
2017
Q4 | $2.07M | Buy |
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|
2017
Q3 | $875K | Buy |
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|
2017
Q2 | $464K | Buy |
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|
2017
Q1 | $175K | Buy |
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|
2016
Q4 | $138K | Sell |
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|
2016
Q3 | $124K | Sell |
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|
2016
Q2 | $107K | Buy |
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