Carson Advisory’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 | $355K | Buy |
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|
2025
Q1 | $244K | Buy |
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|
2024
Q4 | $318K | Sell |
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|
2024
Q3 | $284K | Sell |
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|
2024
Q2 | $286K | Sell |
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|
2024
Q1 | $418K | Hold |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $247K | Buy |
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|
2023
Q2 | $338K | Sell |
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|
2023
Q1 | $356K | Hold |
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|
2022
Q4 | $326K | Sell |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $325K | Buy |
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|
2022
Q1 | $676K | Buy |
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|
2021
Q4 | $413K | Buy |
|