Compagnie Lombard Odier SCmA’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 | $891K | Sell |
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|
2025
Q1 | $743K | Buy |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $941K | Sell |
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|
2024
Q2 | $931K | Sell |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.65M | Sell |
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|
2023
Q3 | $968K | Sell |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $1.63M | Sell |
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|
2022
Q4 | $1.99M | Sell |
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|
2022
Q3 | $2.55M | Buy |
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|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $2.23M | Sell |
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|
2021
Q4 | $3.18M | Buy |
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|
2021
Q3 | $4.54M | Buy |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $790K | Buy |
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|
2020
Q4 | $446K | Buy |
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|
2020
Q3 | $104K | Sell |
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|
2020
Q2 | $98K | Sell |
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|
2020
Q1 | $263K | Sell |
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|
2019
Q4 | $317K | Hold |
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|
2019
Q3 | $314K | Buy |
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|
2019
Q2 | $192K | Buy |
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|
2019
Q1 | $124K | Buy |
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|
2018
Q4 | $92K | Sell |
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|
2018
Q3 | $469K | Buy |
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|
2018
Q2 | $62K | Hold |
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|
2018
Q1 | $49K | Sell |
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|
2017
Q4 | $70K | Buy |
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