CIBC Private Wealth Group’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
Q2 | $650K | Sell |
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|
2025
Q1 | $529K | Buy |
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|
2024
Q4 | $926K | Sell |
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|
2024
Q3 | $745K | Buy |
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|
2024
Q2 | $663K | Sell |
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|
2024
Q1 | $860K | Buy |
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|
2023
Q4 | $804K | Sell |
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|
2023
Q3 | $462K | Buy |
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|
2023
Q2 | $301K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $2.14M | Sell |
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|
2021
Q4 | $2.71M | Buy |
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|
2021
Q3 | $3.25M | Sell |
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|
2021
Q2 | $3.84M | Buy |
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|
2021
Q1 | $1.47M | Sell |
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|
2020
Q4 | $1.52M | Buy |
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|
2020
Q3 | $249K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $216K | Sell |
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|
2019
Q4 | $270K | Hold |
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|
2019
Q3 | $267K | Buy |
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|
2019
Q2 | $306K | Sell |
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|
2019
Q1 | $358K | Sell |
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|
2018
Q4 | $870K | Sell |
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|
2018
Q3 | $1.88M | Buy |
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|
2018
Q2 | $1.05M | Sell |
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|
2018
Q1 | $1.96M | Buy |
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|
2017
Q4 | $109K | Sell |
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|
2017
Q3 | $1.14M | Buy |
|