Empowered Funds’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.08M | Buy |
+84,475
| New | +$5.14M | 0.03% | 628 |
|
|
2025
Q4 | – | Sell |
-24,843
| Closed | -$1.8M | – | 1975 |
|
|
2025
Q3 | $1.8M | Buy |
24,843
+1,412
| +6% | +$106K | 0.02% | 969 |
|
|
2025
Q2 | $1.59M | Sell |
23,431
-530
| -2% | -$30.8K | 0.02% | 918 |
|
|
2025
Q1 | $1.3M | Sell |
23,961
-2,601
| -10% | -$194K | 0.02% | 915 |
|
|
2024
Q4 | $2.26M | Buy |
26,562
+2,784
| +12% | +$228K | 0.03% | 690 |
|
|
2024
Q3 | $1.6M | Buy |
23,778
+657
| +3% | +$42.4K | 0.03% | 747 |
|
|
2024
Q2 | $1.49M | Buy |
23,121
+2,371
| +11% | +$166K | 0.03% | 721 |
|
|
2024
Q1 | $1.76M | Buy |
20,750
+4,561
| +28% | +$330K | 0.03% | 665 |
|
|
2023
Q4 | $1.25M | Buy |
16,189
+3,863
| +31% | +$218K | 0.03% | 678 |
|
|
2023
Q3 | $546K | Buy |
12,326
+2,121
| +21% | +$131K | 0.02% | 895 |
|
|
2023
Q2 | $679K | Buy |
10,205
+1,940
| +23% | +$121K | 0.02% | 728 |
|
|
2023
Q1 | $567K | Buy |
+8,265
| New | +$619K | 0.03% | 381 |
|
|
2022
Q4 | – | Sell |
-5,825
| Closed | -$359K | – | 696 |
|
|
2022
Q3 | $320K | Buy |
5,825
+1,132
| +24% | +$80.1K | 0.03% | 288 |
|
|
2022
Q2 | $289K | Buy |
+4,693
| New | +$429K | 0.04% | 243 |
|
|
2021
Q3 | – | Sell |
-8,001
| Closed | -$1.95M | – | 297 |
|
|
2021
Q2 | $1.95M | Sell |
8,001
-239
| -3% | -$55.4K | 0.25% | 105 |
|
|
2021
Q1 | $1.79M | Hold |
8,240
| – | – | 0.34% | 105 |
|
|
2020
Q4 | $1.79M | Buy |
+8,240
| New | +$1.61M | 0.34% | 105 |
|
|
2019
Q2 | – | Sell |
-18,671
| Closed | -$1.4M | – | 122 |
|
|
2019
Q1 | $1.4M | Sell |
18,671
-133
| -0.7% | -$9.64K | 0.5% | 85 |
|
|
2018
Q4 | $1.05M | Sell |
18,804
-1,803
| -9% | -$127K | 0.45% | 87 |
|
|
2018
Q3 | $2.02M | Sell |
20,607
-6,803
| -25% | -$525K | 0.6% | 45 |
|
|
2018
Q2 | $1.69M | Buy |
27,410
+118
| +0.4% | +$6.49K | 0.53% | 50 |
|
|
2018
Q1 | $1.29M | Buy |
27,292
+3,046
| +13% | +$140K | 0.47% | 48 |
|
|
2017
Q4 | $841K | Buy |
+24,246
| New | +$888K | 0.42% | 91 |
|
Other funds holding XYZ
VCM
VPM
