Cutter & Co Brokerage’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
Q1 | – | Sell |
-4,034
| Closed | -$343K | – | 242 |
|
|
2024
Q4 | $343K | Hold |
4,034
| – | – | 0.08% | 124 |
|
|
2024
Q3 | $271K | Sell |
4,034
-81
| -2% | -$5.23K | 0.06% | 156 |
|
|
2024
Q2 | $265K | Hold |
4,115
| – | – | 0.06% | 158 |
|
|
2024
Q1 | $348K | Sell |
4,115
-1,150
| -22% | -$83.2K | 0.09% | 123 |
|
|
2023
Q4 | $407K | Sell |
5,265
-466
| -8% | -$26.3K | 0.11% | 107 |
|
|
2023
Q3 | $254K | Hold |
5,731
| – | – | 0.07% | 153 |
|
|
2023
Q2 | $382K | Hold |
5,731
| – | – | 0.11% | 116 |
|
|
2023
Q1 | $393K | Hold |
5,731
| – | – | 0.12% | 121 |
|
|
2022
Q4 | $360K | Sell |
5,731
-52
| -0.9% | -$3.21K | 0.12% | 129 |
|
|
2022
Q3 | $318K | Hold |
5,783
| – | – | 0.12% | 146 |
|
|
2022
Q2 | $355K | Sell |
5,783
-567
| -9% | -$51.8K | 0.12% | 139 |
|
|
2022
Q1 | $861K | Sell |
6,350
-500
| -7% | -$60.5K | 0.26% | 80 |
|
|
2021
Q4 | $1.11M | Sell |
6,850
-60
| -0.9% | -$13K | 0.3% | 77 |
|
|
2021
Q3 | $1.66M | Sell |
6,910
-150
| -2% | -$38.5K | 0.4% | 73 |
|
|
2021
Q2 | $1.72M | Buy |
7,060
+170
| +2% | +$39.4K | 0.4% | 72 |
|
|
2021
Q1 | $1.56M | Buy |
6,890
+325
| +5% | +$76K | 0.38% | 70 |
|
|
2020
Q4 | $1.43M | Sell |
6,565
-2,335
| -26% | -$455K | 0.38% | 71 |
|
|
2020
Q3 | $1.45M | Sell |
8,900
-250
| -3% | -$35.3K | 0.43% | 67 |
|
|
2020
Q2 | $960K | Hold |
9,150
| – | – | 0.31% | 76 |
|
|
2020
Q1 | $479K | Sell |
9,150
-9,300
| -50% | -$636K | 0.18% | 112 |
|
|
2019
Q4 | $1.15M | Sell |
18,450
-500
| -3% | -$31.9K | 0.41% | 67 |
|
|
2019
Q3 | $1.17M | Sell |
18,950
-6,215
| -25% | -$422K | 0.38% | 67 |
|
|
2019
Q2 | $1.82M | Sell |
25,165
-1,720
| -6% | -$120K | 0.58% | 46 |
|
|
2019
Q1 | $2.01M | Sell |
26,885
-100
| -0.4% | -$7.25K | 0.57% | 44 |
|
|
2018
Q4 | $1.51M | Buy |
26,985
+2,560
| +10% | +$181K | 0.58% | 54 |
|
|
2018
Q3 | $2.42M | Buy |
24,425
+2,925
| +14% | +$226K | 0.82% | 32 |
|
|
2018
Q2 | $1.32M | Sell |
21,500
-800
| -4% | -$44K | 0.51% | 59 |
|
|
2018
Q1 | $1.1M | Buy |
22,300
+4,300
| +24% | +$197K | 0.43% | 62 |
|
|
2017
Q4 | $624K | Sell |
18,000
-5,500
| -23% | -$201K | 0.26% | 96 |
|
|
2017
Q3 | $677K | Sell |
23,500
-500
| -2% | -$13.1K | 0.27% | 87 |
|
|
2017
Q2 | $563K | Hold |
24,000
| – | – | 0.22% | 111 |
|
|
2017
Q1 | $415K | Buy |
24,000
+2,000
| +9% | +$31.3K | 0.17% | 128 |
|
|
2016
Q4 | $300K | Hold |
22,000
| – | – | 0.12% | 157 |
|
|
2016
Q3 | $257K | Buy |
+22,000
| New | +$240K | 0.11% | 177 |
|
Other funds holding XYZ
DIG
Cutter & Co Brokerage's XYZ Position: Q1 2025 in Review
Cutter & Co Brokerage sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 4,034 shares — an estimated $343K sold.
Cutter & Co Brokerage first reported a position in XYZ in Q3 2016 and held it in 34 quarters. The position peaked at $2.42M in Q3 2018. 1,010 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.
- Cutter & Co Brokerage reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
- Cutter & Co Brokerage sold 4,034 Block Inc shares in Q1 2025, an estimated $343K.
- Cutter & Co Brokerage first reported a position in Block Inc in Q3 2016 and held it in 34 quarters.
- Cutter & Co Brokerage's Block Inc position peaked at $2.42M in Q3 2018.
- 1,010 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.
Based on Cutter & Co Brokerage's 13F filing for Q1 2025, filed 1 May 2025.