Creative Planning’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 | $8.4M | Buy |
139,540
+67,867
| +95% | +$4.13M | 0.01% | 813 |
|
|
2025
Q4 | $4.67M | Sell |
71,673
-9,333
| -12% | -$644K | ﹤0.01% | 1056 |
|
|
2025
Q3 | $5.85M | Buy |
81,006
+2,478
| +3% | +$185K | ﹤0.01% | 784 |
|
|
2025
Q2 | $5.33M | Buy |
78,528
+6,725
| +9% | +$391K | ﹤0.01% | 732 |
|
|
2025
Q1 | $3.9M | Sell |
71,803
-803
| -1% | -$59.9K | ﹤0.01% | 810 |
|
|
2024
Q4 | $6.17M | Sell |
72,606
-793
| -1% | -$65.1K | 0.01% | 594 |
|
|
2024
Q3 | $4.93M | Buy |
73,399
+6,990
| +11% | +$452K | ﹤0.01% | 643 |
|
|
2024
Q2 | $4.28M | Sell |
66,409
-3,324
| -5% | -$233K | ﹤0.01% | 682 |
|
|
2024
Q1 | $5.9M | Buy |
69,733
+1,623
| +2% | +$117K | 0.01% | 555 |
|
|
2023
Q4 | $5.27M | Buy |
68,110
+1,563
| +2% | +$88.4K | 0.01% | 551 |
|
|
2023
Q3 | $2.95M | Sell |
66,547
-6,312
| -9% | -$391K | ﹤0.01% | 701 |
|
|
2023
Q2 | $4.85M | Buy |
72,859
+9,971
| +16% | +$623K | 0.01% | 531 |
|
|
2023
Q1 | $4.32M | Sell |
62,888
-9,646
| -13% | -$722K | 0.01% | 543 |
|
|
2022
Q4 | $4.56M | Buy |
72,534
+2,822
| +4% | +$174K | 0.01% | 514 |
|
|
2022
Q3 | $3.83M | Buy |
69,712
+3,289
| +5% | +$233K | 0.01% | 500 |
|
|
2022
Q2 | $4.08M | Buy |
66,423
+19,922
| +43% | +$1.82M | 0.01% | 508 |
|
|
2022
Q1 | $6.3M | Buy |
46,501
+18,509
| +66% | +$2.24M | 0.01% | 405 |
|
|
2021
Q4 | $4.52M | Buy |
27,992
+1,346
| +5% | +$292K | 0.01% | 437 |
|
|
2021
Q3 | $6.39M | Buy |
26,646
+1,324
| +5% | +$340K | 0.01% | 355 |
|
|
2021
Q2 | $6.17M | Sell |
25,322
-41,170
| -62% | -$9.55M | 0.01% | 355 |
|
|
2021
Q1 | $15.1M | Buy |
66,492
+5,923
| +10% | +$1.39M | 0.03% | 214 |
|
|
2020
Q4 | $13.2M | Sell |
60,569
-1,024,046
| -94% | -$200M | 0.03% | 213 |
|
|
2020
Q3 | $176M | Buy |
1,084,615
+38,390
| +4% | +$5.42M | 0.46% | 35 |
|
|
2020
Q2 | $110M | Buy |
1,046,225
+903
| +0.1% | +$69.1K | 0.32% | 41 |
|
|
2020
Q1 | $54.8M | Sell |
1,045,322
-9,096
| -0.9% | -$622K | 0.19% | 50 |
|
|
2019
Q4 | $66M | Sell |
1,054,418
-13,935
| -1% | -$890K | 0.2% | 50 |
|
|
2019
Q3 | $66.2M | Buy |
1,068,353
+7,291
| +0.7% | +$495K | 0.22% | 45 |
|
|
2019
Q2 | $77M | Buy |
1,061,062
+157
| +0% | +$11K | 0.26% | 40 |
|
|
2019
Q1 | $79.5M | Sell |
1,060,905
-7,432
| -0.7% | -$539K | 0.29% | 39 |
|
|
2018
Q4 | $59.9M | Buy |
1,068,337
+1,025,538
| +2,396% | +$72.4M | 0.25% | 43 |
|
|
2018
Q3 | $4.24M | Buy |
42,799
+1,179
| +3% | +$90.9K | 0.02% | 309 |
|
|
2018
Q2 | $2.56M | Sell |
41,620
-6,500
| -14% | -$358K | 0.01% | 414 |
|
|
2018
Q1 | $2.37M | Buy |
48,120
+12,810
| +36% | +$588K | 0.01% | 427 |
|
|
2017
Q4 | $1.22M | Buy |
35,310
+14,192
| +67% | +$520K | 0.01% | 628 |
|
|
2017
Q3 | $608K | Buy |
21,118
+7,948
| +60% | +$208K | ﹤0.01% | 954 |
|
|
2017
Q2 | $309K | Buy |
13,170
+4,785
| +57% | +$98.9K | ﹤0.01% | 1278 |
|
|
2017
Q1 | $145K | Sell |
8,385
-2,969
| -26% | -$46.4K | ﹤0.01% | 1712 |
|
|
2016
Q4 | $155K | Sell |
11,354
-1,250
| -10% | -$15.6K | ﹤0.01% | 1561 |
|
|
2016
Q3 | $147K | Sell |
12,604
-2,115
| -14% | -$23.1K | ﹤0.01% | 1594 |
|
|
2016
Q2 | $133K | Buy |
14,719
+6,365
| +76% | +$72K | ﹤0.01% | 1491 |
|
|
2016
Q1 | $128K | Sell |
8,354
-1,950
| -19% | -$21.1K | ﹤0.01% | 1483 |
|
|
2015
Q4 | $135K | Buy |
+10,304
| New | +$127K | ﹤0.01% | 1464 |
|
Other funds holding XYZ
VCM
VPM
