Drive Wealth Management’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 | – | Sell |
-5,835
| Closed | -$317K | – | 378 |
|
|
2025
Q1 | $317K | Sell |
5,835
-17,900
| -75% | -$972K | 0.07% | 208 |
|
|
2024
Q4 | $2.02M | Sell |
23,735
-517
| -2% | -$43.9K | 0.49% | 36 |
|
|
2024
Q3 | $1.63M | Sell |
24,252
-2,116
| -8% | -$142K | 0.42% | 43 |
|
|
2024
Q2 | $1.7M | Buy |
26,368
+724
| +3% | +$46.7K | 0.46% | 41 |
|
|
2024
Q1 | $2.17M | Buy |
25,644
+1,676
| +7% | +$142K | 0.61% | 28 |
|
|
2023
Q4 | $1.85M | Buy |
23,968
+3,320
| +16% | +$257K | 0.6% | 30 |
|
|
2023
Q3 | $914K | Buy |
+20,648
| New | +$914K | 0.33% | 63 |
|