CAP Partners 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 | $299K | Buy |
4,399
+145
| +3% | +$9.85K | 0.19% | 104 |
|
|
2025
Q1 | $231K | Sell |
4,254
-297
| -7% | -$16.1K | 0.17% | 117 |
|
|
2024
Q4 | $387K | Sell |
4,551
-264
| -5% | -$22.4K | 0.27% | 87 |
|
|
2024
Q3 | $323K | Sell |
4,815
-12
| -0.2% | -$806 | 0.24% | 96 |
|
|
2024
Q2 | $311K | Buy |
4,827
+62
| +1% | +$4K | 0.25% | 92 |
|
|
2024
Q1 | $403K | Buy |
4,765
+163
| +4% | +$13.8K | 0.36% | 69 |
|
|
2023
Q4 | $356K | Buy |
+4,602
| New | +$356K | 0.35% | 65 |
|