CFFP
XYZ

Center for Financial Planning’s Block Inc XYZ Stock Holding History

Center for Financial Planning’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$93.7K Sell
1,557
-143
-8% -$8.7K 0.01% 240
2025
Q4 		$111K Hold
1,700
– – 0.01% 216
2025
Q3 		$123K Buy
1,700
+68
+4% +$5.09K 0.01% 207
2025
Q2 		$111K Buy
1,632
+817
+100% +$47.5K 0.01% 209
2025
Q1 		$44.3K Buy
815
+730
+859% +$54.5K 0.01% 295
2024
Q4 		$7.22K Hold
85
– – ﹤0.01% 455
2024
Q3 		$5.71K Hold
85
– – ﹤0.01% 452
2024
Q2 		$5.48K Hold
85
– – ﹤0.01% 452
2024
Q1 		$7.19K Hold
85
– – ﹤0.01% 440
2023
Q4 		$6.58K Hold
85
– – ﹤0.01% 411
2023
Q3 		$3.76K Hold
85
– – ﹤0.01% 430
2023
Q2 		$5.66K Hold
85
– – ﹤0.01% 439
2023
Q1 		$5.84K Hold
85
– – ﹤0.01% 406
2022
Q4 		$5.34K Hold
85
– – ﹤0.01% 406
2022
Q3 		$5K Buy
85
+15
+21% +$1.06K ﹤0.01% 435
2022
Q2 		$4K Hold
70
– – ﹤0.01% 446
2022
Q1 		$9K Buy
70
+30
+75% +$3.63K ﹤0.01% 391
2021
Q4 		$6K Buy
+40
New +$8.67K ﹤0.01% 426

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return