DB Fitzpatrick & Co’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
Q3
$1.48M Sell
2025
Q2
$1.44M Buy
2025
Q1
$935K Sell
2024
Q4
$1.63M Buy
2024
Q3
$1.16M Sell
2024
Q2
$1.12M Sell
2024
Q1
$1.48M Sell
2023
Q4
$1.35M Buy
2023
Q3
$773K Buy
2023
Q2
$847K Buy
2023
Q1
$765K Buy
2022
Q4
$391K Buy
2022
Q3
$208K Sell
2022
Q2
$253K Buy
2022
Q1
$314K Buy
2021
Q4
$282K Buy