DFC
XYZ
DB Fitzpatrick & Co’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
21,204
+3,995
| +23% | +$271K | 1.28% | 21 |
|
|
2025
Q1 | $935K | Sell |
17,209
-1,958
| -10% | -$106K | 0.89% | 37 |
|
|
2024
Q4 | $1.63M | Buy |
19,167
+1,901
| +11% | +$162K | 1.5% | 15 |
|
|
2024
Q3 | $1.16M | Sell |
17,266
-82
| -0.5% | -$5.51K | 1.02% | 41 |
|
|
2024
Q2 | $1.12M | Sell |
17,348
-95
| -0.5% | -$6.13K | 1.04% | 36 |
|
|
2024
Q1 | $1.48M | Sell |
17,443
-36
| -0.2% | -$3.05K | 1.35% | 22 |
|
|
2023
Q4 | $1.35M | Buy |
17,479
+23
| +0.1% | +$1.78K | 1.3% | 26 |
|
|
2023
Q3 | $773K | Buy |
17,456
+4,728
| +37% | +$209K | 0.83% | 45 |
|
|
2023
Q2 | $847K | Buy |
12,728
+1,583
| +14% | +$105K | 0.89% | 44 |
|
|
2023
Q1 | $765K | Buy |
11,145
+4,921
| +79% | +$338K | 0.83% | 42 |
|
|
2022
Q4 | $391K | Buy |
6,224
+2,446
| +65% | +$154K | 0.45% | 50 |
|
|
2022
Q3 | $208K | Sell |
3,778
-333
| -8% | -$18.3K | 0.25% | 51 |
|
|
2022
Q2 | $253K | Buy |
4,111
+1,795
| +78% | +$110K | 0.28% | 54 |
|
|
2022
Q1 | $314K | Buy |
2,316
+571
| +33% | +$77.4K | 0.31% | 52 |
|
|
2021
Q4 | $282K | Buy |
+1,745
| New | +$282K | 0.26% | 56 |
|