EP Wealth Advisors’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 | $527K | Sell |
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|
2025
Q1 | $541K | Sell |
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|
2024
Q4 | $940K | Sell |
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|
2024
Q3 | $753K | Buy |
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|
2024
Q2 | $251K | Buy |
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|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $312K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $288K | Buy |
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|
2023
Q1 | $585K | Buy |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $343K | Buy |
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|
2022
Q1 | $366K | Buy |
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|
2021
Q4 | $306K | Buy |
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|
2021
Q3 | $383K | Buy |
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|
2021
Q2 | $376K | Sell |
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|
2021
Q1 | $491K | Buy |
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