Concurrent Investment Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Buy |
11,445
+2,171
| +23% | +$147K | 0.02% | 677 |
|
|
2025
Q1 | $504K | Buy |
9,274
+3,281
| +55% | +$178K | 0.01% | 745 |
|
|
2024
Q4 | $509K | Buy |
5,993
+186
| +3% | +$15.8K | 0.01% | 657 |
|
|
2024
Q3 | $390K | Sell |
5,807
-382
| -6% | -$25.6K | 0.01% | 684 |
|
|
2024
Q2 | $399K | Buy |
6,189
+2,275
| +58% | +$147K | 0.01% | 649 |
|
|
2024
Q1 | $331K | Sell |
3,914
-853
| -18% | -$72.1K | 0.01% | 647 |
|
|
2023
Q4 | $369K | Buy |
+4,767
| New | +$369K | 0.02% | 575 |
|