CWC
XYZ

Carolinas Wealth Consulting’s Block Inc XYZ Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-87
Closed -$4.73K – 1008
2025
Q1 		$4.73K Hold
87
– – ﹤0.01% 618
2024
Q4 		$7.39K Hold
87
– – ﹤0.01% 582
2024
Q3 		$5.84K Hold
87
– – ﹤0.01% 639
2024
Q2 		$5.61K Hold
87
– – ﹤0.01% 635
2024
Q1 		$7.36K Hold
87
– – ﹤0.01% 601
2023
Q4 		$6.73K Hold
87
– – ﹤0.01% 589
2023
Q3 		$3.5K Hold
87
– – ﹤0.01% 654
2023
Q2 		$5.79K Hold
87
– – ﹤0.01% 660
2023
Q1 		$5.97K Hold
87
– – ﹤0.01% 665
2022
Q4 		$5.47K Hold
87
– – ﹤0.01% 679
2022
Q3 		$5K Hold
87
– – ﹤0.01% 666
2022
Q2 		$5K Sell
87
-11
-11% -$1K ﹤0.01% 667
2022
Q1 		$13K Sell
98
-275
-74% -$33.3K ﹤0.01% 569
2021
Q4 		$60K Sell
373
-4
-1% -$867 0.01% 341
2021
Q3 		$90K Buy
377
+1
+0.3% +$257 0.02% 257
2021
Q2 		$92K Buy
376
+20
+6% +$4.64K 0.02% 275
2021
Q1 		$81K Sell
356
-35
-9% -$8.19K 0.02% 284
2020
Q4 		$85K Buy
391
+193
+97% +$37.6K 0.02% 254
2020
Q3 		$32K Buy
198
+111
+128% +$15.7K 0.01% 347
2020
Q2 		$9K Buy
+87
New +$6.66K ﹤0.01% 359

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carolinas Wealth Consulting's XYZ Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 87 shares — an estimated $4.73K sold.

Carolinas Wealth Consulting first reported a position in XYZ in Q2 2020 and held it in 20 quarters. The position peaked at $92K in Q2 2021. 988 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 87 Block Inc shares in Q2 2025, an estimated $4.73K.
  • Carolinas Wealth Consulting first reported a position in Block Inc in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Block Inc position peaked at $92K in Q2 2021.
  • 988 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.