CIBC Private Wealth Group’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Sell |
9,562
-1,216
| -11% | -$82.6K | ﹤0.01% | 769 |
|
|
2025
Q1 | $529K | Buy |
10,778
+99
| +0.9% | +$4.86K | ﹤0.01% | 791 |
|
|
2024
Q4 | $926K | Sell |
10,679
-415
| -4% | -$36K | ﹤0.01% | 709 |
|
|
2024
Q3 | $745K | Buy |
11,094
+772
| +7% | +$51.8K | ﹤0.01% | 755 |
|
|
2024
Q2 | $663K | Sell |
10,322
-237
| -2% | -$15.2K | ﹤0.01% | 742 |
|
|
2024
Q1 | $860K | Buy |
10,559
+164
| +2% | +$13.4K | ﹤0.01% | 702 |
|
|
2023
Q4 | $804K | Sell |
10,395
-34
| -0.3% | -$2.63K | ﹤0.01% | 688 |
|
|
2023
Q3 | $462K | Buy |
10,429
+5,912
| +131% | +$262K | ﹤0.01% | 775 |
|
|
2023
Q2 | $301K | Buy |
+4,517
| New | +$301K | ﹤0.01% | 770 |
|
|
2022
Q4 | – | Sell |
-3,754
| Closed | -$206K | – | 955 |
|
|
2022
Q3 | $206K | Sell |
3,754
-250
| -6% | -$13.7K | ﹤0.01% | 859 |
|
|
2022
Q2 | $246K | Sell |
4,004
-11,768
| -75% | -$723K | ﹤0.01% | 836 |
|
|
2022
Q1 | $2.14M | Sell |
15,772
-1,018
| -6% | -$138K | ﹤0.01% | 507 |
|
|
2021
Q4 | $2.71M | Buy |
16,790
+3,248
| +24% | +$525K | 0.01% | 482 |
|
|
2021
Q3 | $3.25M | Sell |
13,542
-2,202
| -14% | -$528K | 0.01% | 433 |
|
|
2021
Q2 | $3.84M | Buy |
15,744
+9,285
| +144% | +$2.26M | 0.01% | 432 |
|
|
2021
Q1 | $1.47M | Sell |
6,459
-531
| -8% | -$121K | ﹤0.01% | 597 |
|
|
2020
Q4 | $1.52M | Buy |
6,990
+4,615
| +194% | +$1M | ﹤0.01% | 554 |
|
|
2020
Q3 | $249K | Buy |
+2,375
| New | +$249K | ﹤0.01% | 813 |
|
|
2020
Q2 | – | Sell |
-4,127
| Closed | -$216K | – | 836 |
|
|
2020
Q1 | $216K | Sell |
4,127
-190
| -4% | -$9.94K | ﹤0.01% | 790 |
|
|
2019
Q4 | $270K | Hold |
4,317
| – | – | ﹤0.01% | 817 |
|
|
2019
Q3 | $267K | Buy |
4,317
+100
| +2% | +$6.19K | ﹤0.01% | 804 |
|
|
2019
Q2 | $306K | Sell |
4,217
-566
| -12% | -$41.1K | ﹤0.01% | 808 |
|
|
2019
Q1 | $358K | Sell |
4,783
-10,720
| -69% | -$802K | ﹤0.01% | 789 |
|
|
2018
Q4 | $870K | Sell |
15,503
-3,480
| -18% | -$195K | ﹤0.01% | 588 |
|
|
2018
Q3 | $1.88M | Buy |
18,983
+1,928
| +11% | +$191K | 0.01% | 519 |
|
|
2018
Q2 | $1.05M | Sell |
17,055
-22,805
| -57% | -$1.41M | ﹤0.01% | 641 |
|
|
2018
Q1 | $1.96M | Buy |
39,860
+36,724
| +1,171% | +$1.81M | 0.01% | 481 |
|
|
2017
Q4 | $109K | Sell |
3,136
-36,539
| -92% | -$1.27M | ﹤0.01% | 1022 |
|
|
2017
Q3 | $1.14M | Buy |
+39,675
| New | +$1.14M | 0.01% | 607 |
|