CAZ Investments’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 | $177K | Buy |
2,600
+1,600
| +160% | +$109K | 1% | 7 |
|
|
2025
Q1 | $54K | Hold |
1,000
| – | – | 0.39% | 15 |
|
|
2024
Q4 | $85K | Sell |
1,000
-2,000
| -67% | -$170K | 0.12% | 17 |
|
|
2024
Q3 | $198K | Buy |
3,000
+1,500
| +100% | +$99K | 0.12% | 16 |
|
|
2024
Q2 | $97K | Hold |
1,500
| – | – | 0.03% | 21 |
|
|
2024
Q1 | $127K | Hold |
1,500
| – | – | 0.23% | 17 |
|
|
2023
Q4 | $116K | Hold |
1,500
| – | – | 0.16% | 24 |
|
|
2023
Q3 | $66K | Hold |
1,500
| – | – | 0.12% | 25 |
|
|
2023
Q2 | $100K | Hold |
1,500
| – | – | 0.12% | 26 |
|
|
2023
Q1 | $103K | Hold |
1,500
| – | – | 0.21% | 25 |
|
|
2022
Q4 | $94K | Hold |
1,500
| – | – | 0.17% | 36 |
|
|
2022
Q3 | $82K | Buy |
1,500
+500
| +50% | +$27.3K | 0.34% | 25 |
|
|
2022
Q2 | $61K | Buy |
1,000
+500
| +100% | +$30.5K | 0.19% | 29 |
|
|
2022
Q1 | $68K | Buy |
+500
| New | +$68K | 0.04% | 29 |
|