Cary Street Partners Investment 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
Q3 | $28K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $8.75K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $56.2K | Sell |
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|
2023
Q2 | $98.2K | Hold |
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|
2023
Q1 | $101K | Sell |
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|
2022
Q4 | $110K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $113K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $207K | Buy |
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|
2021
Q2 | $198K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q3 | $102K | Buy |
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