Dorsey & Whitney Trust’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 | $279K | Buy |
4,106
+158
| +4% | +$10.7K | 0.01% | 558 |
|
|
2025
Q1 | $214K | Sell |
3,948
-121
| -3% | -$6.57K | 0.01% | 621 |
|
|
2024
Q4 | $346K | Sell |
4,069
-292
| -7% | -$24.8K | 0.02% | 479 |
|
|
2024
Q3 | $293K | Buy |
4,361
+378
| +9% | +$25.4K | 0.02% | 528 |
|
|
2024
Q2 | $257K | Sell |
3,983
-124
| -3% | -$8K | 0.02% | 525 |
|
|
2024
Q1 | $347K | Sell |
4,107
-1,385
| -25% | -$117K | 0.02% | 435 |
|
|
2023
Q4 | $425K | Buy |
+5,492
| New | +$425K | 0.03% | 375 |
|
|
2022
Q2 | – | Sell |
-1,592
| Closed | -$215K | – | 592 |
|
|
2022
Q1 | $215K | Buy |
1,592
+352
| +28% | +$47.5K | 0.02% | 521 |
|
|
2021
Q4 | $199K | Buy |
+1,240
| New | +$199K | 0.02% | 538 |
|