Empirical Wealth Management’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
Q2 | $688K | Buy |
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|
2025
Q1 | $487K | Sell |
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|
2024
Q4 | $778K | Buy |
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|
2024
Q3 | $216K | Sell |
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|
2024
Q2 | $221K | Sell |
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|
2024
Q1 | $324K | Buy |
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|
2023
Q4 | $263K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $276K | Buy |
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|
2022
Q4 | $222K | Sell |
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|
2022
Q3 | $213K | Buy |
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|
2022
Q2 | $228K | Sell |
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|
2022
Q1 | $670K | Sell |
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|
2021
Q4 | $837K | Sell |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.4M | Buy |
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|
2021
Q1 | $956K | Buy |
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|
2020
Q4 | $899K | Sell |
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|
2020
Q3 | $816K | Sell |
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|
2020
Q2 | $544K | Buy |
|