CAZ Investments’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 | $177K | Buy |
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|
2025
Q1 | $54K | Hold |
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|
2024
Q4 | $85K | Sell |
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|
2024
Q3 | $198K | Buy |
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|
2024
Q2 | $97K | Hold |
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|
2024
Q1 | $127K | Hold |
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|
2023
Q4 | $116K | Hold |
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|
2023
Q3 | $66K | Hold |
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|
2023
Q2 | $100K | Hold |
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|
2023
Q1 | $103K | Hold |
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|
2022
Q4 | $94K | Hold |
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|
2022
Q3 | $82K | Buy |
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|
2022
Q2 | $61K | Buy |
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|
2022
Q1 | $68K | Buy |
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