Concord Wealth Partners’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2
| Closed | -$130 | – | 829 |
|
|
2025
Q4 | $130 | Hold |
2
| – | – | ﹤0.01% | 816 |
|
|
2025
Q3 | $145 | Hold |
2
| – | – | ﹤0.01% | 797 |
|
|
2025
Q2 | $136 | Hold |
2
| – | – | ﹤0.01% | 822 |
|
|
2025
Q1 | $109 | Hold |
2
| – | – | ﹤0.01% | 788 |
|
|
2024
Q4 | $170 | Hold |
2
| – | – | ﹤0.01% | 895 |
|
|
2024
Q3 | $134 | Sell |
2
-24
| -92% | -$1.55K | ﹤0.01% | 933 |
|
|
2024
Q2 | $1.68K | Hold |
26
| – | – | ﹤0.01% | 677 |
|
|
2024
Q1 | $2.2K | Buy |
26
+2
| +8% | +$145 | ﹤0.01% | 745 |
|
|
2023
Q4 | $1.86K | Sell |
24
-71
| -75% | -$4.01K | ﹤0.01% | 719 |
|
|
2023
Q3 | $4.21K | Sell |
95
-94
| -50% | -$5.82K | ﹤0.01% | 751 |
|
|
2023
Q2 | $12.6K | Buy |
189
+44
| +30% | +$2.75K | ﹤0.01% | 576 |
|
|
2023
Q1 | $9.95K | Sell |
145
-1,414
| -91% | -$106K | ﹤0.01% | 594 |
|
|
2022
Q4 | $98K | Buy |
+1,559
| New | +$96.2K | 0.03% | 257 |
|
|
2022
Q3 | – | Sell |
-3,359
| Closed | -$206K | – | 1219 |
|
|
2022
Q2 | $206K | Buy |
3,359
+2,577
| +330% | +$235K | 0.06% | 160 |
|
|
2022
Q1 | $106K | Sell |
782
-467
| -37% | -$56.5K | 0.03% | 292 |
|
|
2021
Q4 | $202K | Buy |
1,249
+846
| +210% | +$183K | 0.05% | 188 |
|
|
2021
Q3 | $97K | Sell |
403
-822
| -67% | -$211K | 0.04% | 138 |
|
|
2021
Q2 | $299K | Buy |
1,225
+102
| +9% | +$23.7K | 0.09% | 98 |
|
|
2021
Q1 | $255K | Buy |
1,123
+1,085
| +2,855% | +$254K | 0.09% | 108 |
|
|
2020
Q4 | $8K | Buy |
+38
| New | +$7.41K | 0.01% | 380 |
|
Other funds holding XYZ
VCM
VPM
