Envestnet Asset 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 | $17.2M | Sell |
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|
2025
Q1 | $18.5M | Buy |
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|
2024
Q4 | $28.1M | Buy |
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|
2024
Q3 | $20.1M | Buy |
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|
2024
Q2 | $17.2M | Buy |
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|
2024
Q1 | $21.3M | Buy |
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|
2023
Q4 | $17.4M | Buy |
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|
2023
Q3 | $9.22M | Sell |
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|
2023
Q2 | $35.5M | Buy |
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|
2023
Q1 | $30.8M | Buy |
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|
2022
Q4 | $23.9M | Buy |
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|
2022
Q3 | $19.4M | Sell |
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|
2022
Q2 | $22.7M | Buy |
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|
2022
Q1 | $43.4M | Buy |
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|
2021
Q4 | $42.2M | Buy |
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|
2021
Q3 | $58.4M | Buy |
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|
2021
Q2 | $55.7M | Buy |
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|
2021
Q1 | $45.5M | Buy |
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|
2020
Q4 | $37.9M | Buy |
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|
2020
Q3 | $15.3M | Buy |
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|
2020
Q2 | $6.95M | Buy |
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|
2020
Q1 | $3.14M | Buy |
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|
2019
Q4 | $2.98M | Buy |
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|
2019
Q3 | $2.62M | Buy |
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|
2019
Q2 | $2.71M | Sell |
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|
2019
Q1 | $5.29M | Buy |
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|
2018
Q4 | $1.97M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $113K | Sell |
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|
2018
Q1 | $114K | Buy |
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|
2017
Q4 | $5K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $6K | Buy |
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|
2016
Q4 | $0 | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $501K | Buy |
|