Carson Advisory’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
5,225
+735
| +16% | +$49.9K | 0.23% | 106 |
|
|
2025
Q1 | $244K | Buy |
4,490
+750
| +20% | +$40.7K | 0.16% | 137 |
|
|
2024
Q4 | $318K | Sell |
3,740
-487
| -12% | -$41.4K | 0.22% | 108 |
|
|
2024
Q3 | $284K | Sell |
4,227
-213
| -5% | -$14.3K | 0.18% | 134 |
|
|
2024
Q2 | $286K | Sell |
4,440
-500
| -10% | -$32.2K | 0.2% | 120 |
|
|
2024
Q1 | $418K | Hold |
4,940
| – | – | 0.29% | 91 |
|
|
2023
Q4 | $382K | Sell |
4,940
-645
| -12% | -$49.9K | 0.3% | 95 |
|
|
2023
Q3 | $247K | Buy |
5,585
+507
| +10% | +$22.4K | 0.22% | 124 |
|
|
2023
Q2 | $338K | Sell |
5,078
-112
| -2% | -$7.46K | 0.29% | 98 |
|
|
2023
Q1 | $356K | Hold |
5,190
| – | – | 0.32% | 89 |
|
|
2022
Q4 | $326K | Sell |
5,190
-530
| -9% | -$33.3K | 0.31% | 84 |
|
|
2022
Q3 | $315K | Buy |
5,720
+435
| +8% | +$24K | 0.35% | 77 |
|
|
2022
Q2 | $325K | Buy |
5,285
+300
| +6% | +$18.4K | 0.36% | 78 |
|
|
2022
Q1 | $676K | Buy |
4,985
+2,425
| +95% | +$329K | 0.67% | 44 |
|
|
2021
Q4 | $413K | Buy |
+2,560
| New | +$413K | 0.42% | 63 |
|