Chevy Chase Trust’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
$20.4M Buy
2022
Q4
Sell
2022
Q3
$242K Sell
2022
Q2
$286K Sell
2022
Q1
$764K Sell
2021
Q4
$12.6M Sell
2021
Q3
$24.4M Buy
2021
Q2
$24.6M Sell
2021
Q1
$23.9M Sell
2020
Q4
$22.9M Buy
2020
Q3
$16.4M Buy
2020
Q2
$10.6M Buy
2020
Q1
$5.24M Sell
2019
Q4
$7.12M Sell
2019
Q3
$11.2M Sell
2019
Q2
$40.6M Buy
2019
Q1
$40.7M Buy
2018
Q4
$27.7M Buy
2018
Q3
$48.4M Buy
2018
Q2
$27.8M Buy
2018
Q1
$13.2M Buy