Envestnet Portfolio Solutions’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 | $5.27M | Buy |
77,531
+3,539
| +5% | +$240K | 0.02% | 352 |
|
|
2025
Q1 | $4.02M | Buy |
73,992
+59,957
| +427% | +$3.26M | 0.02% | 415 |
|
|
2024
Q4 | $1.19M | Buy |
14,035
+2,730
| +24% | +$232K | ﹤0.01% | 846 |
|
|
2024
Q3 | $759K | Buy |
11,305
+1,837
| +19% | +$123K | ﹤0.01% | 1008 |
|
|
2024
Q2 | $611K | Buy |
9,468
+2,521
| +36% | +$163K | ﹤0.01% | 1053 |
|
|
2024
Q1 | $588K | Buy |
6,947
+2,432
| +54% | +$206K | ﹤0.01% | 1047 |
|
|
2023
Q4 | $349K | Buy |
+4,515
| New | +$349K | ﹤0.01% | 1215 |
|