CIM Investment Management’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 | $364K | Sell |
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|
2025
Q1 | $292K | Sell |
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|
2024
Q4 | $460K | Sell |
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|
2024
Q3 | $364K | Sell |
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|
2024
Q2 | $360K | Sell |
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|
2024
Q1 | $476K | Hold |
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|
2023
Q4 | $435K | Hold |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $383K | Buy |
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|
2023
Q1 | $394K | Buy |
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|
2022
Q4 | $345K | Sell |
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|
2022
Q3 | $310K | Hold |
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|
2022
Q2 | $346K | Sell |
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|
2022
Q1 | $767K | Sell |
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|
2021
Q4 | $915K | Buy |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $420K | Buy |
|