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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136 | Hold |
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|
2025
Q1 | $109 | Hold |
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|
2024
Q4 | $170 | Hold |
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|
2024
Q3 | $134 | Sell |
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|
2024
Q2 | $1.68K | Hold |
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|
2024
Q1 | $2.2K | Buy |
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|
2023
Q4 | $1.86K | Sell |
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|
2023
Q3 | $4.21K | Sell |
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|
2023
Q2 | $12.6K | Buy |
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|
2023
Q1 | $9.95K | Sell |
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|
2022
Q4 | $98K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Buy |
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|
2022
Q1 | $106K | Sell |
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|
2021
Q4 | $202K | Buy |
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|
2021
Q3 | $97K | Sell |
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|
2021
Q2 | $299K | Buy |
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|
2021
Q1 | $255K | Buy |
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|
2020
Q4 | $8K | Buy |
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