Capstone Investment 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 | $1.27M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $637K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $271K | Sell |
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|
2022
Q2 | $598K | Sell |
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|
2022
Q1 | $2.26M | Buy |
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|
2021
Q4 | $1.77M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $281K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4.33M | Buy |
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|
2019
Q4 | $36K | Sell |
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|
2019
Q3 | $520K | Buy |
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|
2019
Q2 | $17K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $6.19M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $4.44M | Buy |
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|
2016
Q4 | $365K | Buy |
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|
2016
Q3 | $263K | Buy |
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