Creekmur Asset Management’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 | $734K | Buy |
10,803
+3,236
| +43% | +$220K | 0.13% | 110 |
|
|
2025
Q1 | $411K | Buy |
7,567
+7,485
| +9,128% | +$407K | 0.09% | 130 |
|
|
2024
Q4 | $6.97K | Hold |
82
| – | – | ﹤0.01% | 459 |
|
|
2024
Q3 | $5.51K | Sell |
82
-377
| -82% | -$25.3K | ﹤0.01% | 516 |
|
|
2024
Q2 | $29.6K | Sell |
459
-4
| -0.9% | -$258 | 0.01% | 316 |
|
|
2024
Q1 | $39.2K | Hold |
463
| – | – | 0.01% | 281 |
|
|
2023
Q4 | $35.8K | Buy |
+463
| New | +$35.8K | 0.01% | 346 |
|