Charles Schwab’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 | $292M | Buy |
|
|||||
|
2025
Q2 | $179M | Buy |
|
|||||
|
2025
Q1 | $137M | Buy |
|
|||||
|
2024
Q4 | $201M | Buy |
|
|||||
|
2024
Q3 | $148M | Buy |
|
|||||
|
2024
Q2 | $139M | Buy |
|
|||||
|
2024
Q1 | $174M | Sell |
|
|||||
|
2023
Q4 | $168M | Buy |
|
|||||
|
2023
Q3 | $90.6M | Buy |
|
|||||
|
2023
Q2 | $134M | Buy |
|
|||||
|
2023
Q1 | $128M | Buy |
|
|||||
|
2022
Q4 | $114M | Buy |
|
|||||
|
2022
Q3 | $93.8M | Buy |
|
|||||
|
2022
Q2 | $97M | Buy |
|
|||||
|
2022
Q1 | $209M | Buy |
|
|||||
|
2021
Q4 | $194M | Buy |
|
|||||
|
2021
Q3 | $284M | Buy |
|
|||||
|
2021
Q2 | $280M | Buy |
|
|||||
|
2021
Q1 | $255M | Sell |
|
|||||
|
2020
Q4 | $261M | Buy |
|
|||||
|
2020
Q3 | $188M | Buy |
|
|||||
|
2020
Q2 | $110M | Sell |
|
|||||
|
2020
Q1 | $55.7M | Buy |
|
|||||
|
2019
Q4 | $55.7M | Buy |
|
|||||
|
2019
Q3 | $54.1M | Buy |
|
|||||
|
2019
Q2 | $56.3M | Buy |
|
|||||
|
2019
Q1 | $53.7M | Buy |
|
|||||
|
2018
Q4 | $38.7M | Buy |
|
|||||
|
2018
Q3 | $63.9M | Sell |
|
|||||
|
2018
Q2 | $64.9M | Buy |
|
|||||
|
2018
Q1 | $46.3M | Buy |
|
|||||
|
2017
Q4 | $27M | Buy |
|
|||||
|
2017
Q3 | $20.1M | Buy |
|
|||||
|
2017
Q2 | $1.08M | Buy |
|
|||||
|
2017
Q1 | $789K | Buy |
|
|||||
|
2016
Q4 | $309K | Buy |
|
|||||
|
2016
Q3 | $237K | Sell |
|
|||||
|
2016
Q2 | $414K | Buy |
|
|||||
|
2016
Q1 | $675K | Buy |
|