Douglass Winthrop Advisors’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 | $1.52M | Sell |
22,310
-1,005
| -4% | -$68.3K | 0.03% | 122 |
|
|
2025
Q1 | $1.27M | Buy |
23,315
+800
| +4% | +$43.5K | 0.02% | 126 |
|
|
2024
Q4 | $1.91M | Buy |
22,515
+400
| +2% | +$34K | 0.04% | 111 |
|
|
2024
Q3 | $1.48M | Buy |
22,115
+880
| +4% | +$59.1K | 0.03% | 117 |
|
|
2024
Q2 | $1.37M | Buy |
21,235
+4,710
| +29% | +$304K | 0.03% | 114 |
|
|
2024
Q1 | $1.4M | Buy |
+16,525
| New | +$1.4M | 0.03% | 117 |
|