CWA
XYZ

Carolina Wealth Advisors’s Block Inc XYZ Stock Holding History

Carolina Wealth Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-36
Closed -$2.44K – 307
2025
Q2 		$2.44K Hold
36
– – ﹤0.01% 216
2025
Q1 		$1.96K Hold
36
– – ﹤0.01% 229
2024
Q4 		$3.06K Hold
36
– – ﹤0.01% 227
2024
Q3 		$2.42K Buy
+36
New +$2.33K ﹤0.01% 272
2022
Q4 		– Sell
-21
Closed -$1K – 268
2022
Q3 		$1K Hold
21
– – ﹤0.01% 238
2022
Q2 		$1K Hold
21
– – ﹤0.01% 261
2022
Q1 		$3K Hold
21
– – ﹤0.01% 243
2021
Q4 		$3K Hold
21
– – ﹤0.01% 245
2021
Q3 		$5K Hold
21
– – ﹤0.01% 214
2021
Q2 		$5K Hold
21
– – ﹤0.01% 228
2021
Q1 		$5K Hold
21
– – ﹤0.01% 251
2020
Q4 		$5K Hold
21
– – ﹤0.01% 182
2020
Q3 		$3K Hold
21
– – ﹤0.01% 188
2020
Q2 		$2K Hold
21
– – ﹤0.01% 160
2020
Q1 		$1K Hold
21
– – ﹤0.01% 166
2019
Q4 		$1K Buy
+21
New +$1.34K ﹤0.01% 178

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Carolina Wealth Advisors's XYZ Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 36 shares — an estimated $2.44K sold.

Carolina Wealth Advisors first reported a position in XYZ in Q4 2019 and held it in 16 quarters. The position peaked at $5K in Q3 2021. 1,033 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 36 Block Inc shares in Q3 2025, an estimated $2.44K.
  • Carolina Wealth Advisors first reported a position in Block Inc in Q4 2019 and held it in 16 quarters.
  • Carolina Wealth Advisors's Block Inc position peaked at $5K in Q3 2021.
  • 1,033 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.