Carroll Investors’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
Q1
Sell
2024
Q4
$3M Sell
2024
Q3
$2.65M Sell
2024
Q2
$3.66M Sell
2024
Q1
$10.3M Sell
2023
Q4
$9.53M Buy
2023
Q3
$5.12M Buy
2023
Q2
$7.61M Buy
2023
Q1
$7.55M Buy
2022
Q4
$6.73M Buy
2022
Q3
$5.23M Buy
2022
Q2
$5.52M Buy
2022
Q1
$11.1M Buy
2021
Q4
$11.8M Buy