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 |
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|
2024
Q4 | $343K | Hold |
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|
2024
Q3 | $271K | Sell |
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|
2024
Q2 | $265K | Hold |
|
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $407K | Sell |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $382K | Hold |
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|
2023
Q1 | $393K | Hold |
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|
2022
Q4 | $360K | Sell |
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|
2022
Q3 | $318K | Hold |
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|
2022
Q2 | $355K | Sell |
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|
2022
Q1 | $861K | Sell |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.66M | Sell |
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|
2021
Q2 | $1.72M | Buy |
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|
2021
Q1 | $1.56M | Buy |
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|
2020
Q4 | $1.43M | Sell |
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|
2020
Q3 | $1.45M | Sell |
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|
2020
Q2 | $960K | Hold |
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|
2020
Q1 | $479K | Sell |
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|
2019
Q4 | $1.15M | Sell |
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|
2019
Q3 | $1.17M | Sell |
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|
2019
Q2 | $1.82M | Sell |
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|
2019
Q1 | $2.01M | Sell |
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|
2018
Q4 | $1.51M | Buy |
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|
2018
Q3 | $2.42M | Buy |
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|
2018
Q2 | $1.32M | Sell |
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|
2018
Q1 | $1.1M | Buy |
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|
2017
Q4 | $624K | Sell |
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|
2017
Q3 | $677K | Sell |
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|
2017
Q2 | $563K | Hold |
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|
2017
Q1 | $415K | Buy |
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|
2016
Q4 | $300K | Hold |
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|
2016
Q3 | $257K | Buy |
|