Empirical 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 | $688K | Buy |
10,125
+1,170
| +13% | +$79.5K | 0.02% | 367 |
|
|
2025
Q1 | $487K | Sell |
8,955
-199
| -2% | -$10.8K | 0.01% | 406 |
|
|
2024
Q4 | $778K | Buy |
9,154
+5,929
| +184% | +$504K | 0.02% | 307 |
|
|
2024
Q3 | $216K | Sell |
3,225
-204
| -6% | -$13.7K | 0.01% | 526 |
|
|
2024
Q2 | $221K | Sell |
3,429
-405
| -11% | -$26.1K | 0.01% | 514 |
|
|
2024
Q1 | $324K | Buy |
3,834
+439
| +13% | +$37.1K | 0.01% | 423 |
|
|
2023
Q4 | $263K | Buy |
+3,395
| New | +$263K | 0.01% | 422 |
|
|
2023
Q3 | – | Sell |
-3,759
| Closed | -$250K | – | 496 |
|
|
2023
Q2 | $250K | Sell |
3,759
-266
| -7% | -$17.7K | 0.01% | 399 |
|
|
2023
Q1 | $276K | Buy |
4,025
+490
| +14% | +$33.6K | 0.01% | 402 |
|
|
2022
Q4 | $222K | Sell |
3,535
-331
| -9% | -$20.8K | 0.01% | 417 |
|
|
2022
Q3 | $213K | Buy |
3,866
+154
| +4% | +$8.49K | 0.01% | 431 |
|
|
2022
Q2 | $228K | Sell |
3,712
-1,225
| -25% | -$75.2K | 0.01% | 423 |
|
|
2022
Q1 | $670K | Sell |
4,937
-247
| -5% | -$33.5K | 0.03% | 275 |
|
|
2021
Q4 | $837K | Sell |
5,184
-1,057
| -17% | -$171K | 0.04% | 248 |
|
|
2021
Q3 | $1.5M | Buy |
6,241
+497
| +9% | +$119K | 0.09% | 142 |
|
|
2021
Q2 | $1.4M | Buy |
5,744
+1,532
| +36% | +$373K | 0.08% | 144 |
|
|
2021
Q1 | $956K | Buy |
4,212
+83
| +2% | +$18.8K | 0.08% | 159 |
|
|
2020
Q4 | $899K | Sell |
4,129
-894
| -18% | -$195K | 0.07% | 162 |
|
|
2020
Q3 | $816K | Sell |
5,023
-162
| -3% | -$26.3K | 0.07% | 157 |
|
|
2020
Q2 | $544K | Buy |
+5,185
| New | +$544K | 0.05% | 197 |
|