Center for Financial Planning’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 | $111K | Buy |
1,632
+817
| +100% | +$55.5K | 0.01% | 209 |
|
|
2025
Q1 | $44.3K | Buy |
815
+730
| +859% | +$39.7K | 0.01% | 295 |
|
|
2024
Q4 | $7.23K | 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% | +$882 | ﹤0.01% | 435 |
|
|
2022
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 446 |
|
|
2022
Q1 | $9K | Buy |
70
+30
| +75% | +$3.86K | ﹤0.01% | 391 |
|
|
2021
Q4 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 426 |
|