CTA
XYZ

Chesley Taft & Associates’s Block, Inc. XYZ Stock Holding History

Chesley Taft & Associates’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$353K Hold
5,190
– – 0.02% 285
2025
Q1 		$282K Buy
5,190
+1,650
+47% +$89.6K 0.01% 301
2024
Q4 		$301K Buy
+3,540
New +$301K 0.01% 290