Ethic Inc’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 | $2.18M | Buy |
32,714
+4,288
| +15% | +$286K | 0.04% | 411 |
|
|
2025
Q1 | $1.58M | Buy |
28,426
+2,146
| +8% | +$119K | 0.03% | 472 |
|
|
2024
Q4 | $2.23M | Sell |
26,280
-9,098
| -26% | -$773K | 0.05% | 392 |
|
|
2024
Q3 | $2.99M | Buy |
35,378
+3,676
| +12% | +$311K | 0.08% | 296 |
|
|
2024
Q2 | $2.04M | Sell |
31,702
-3,676
| -10% | -$237K | 0.05% | 383 |
|
|
2024
Q1 | $2.99M | Buy |
35,378
+9,185
| +35% | +$777K | 0.08% | 296 |
|
|
2023
Q4 | $2.03M | Buy |
26,193
+3,832
| +17% | +$296K | 0.06% | 348 |
|
|
2023
Q3 | $990K | Sell |
22,361
-824
| -4% | -$36.5K | 0.03% | 486 |
|
|
2023
Q2 | $1.54M | Sell |
23,185
-14,224
| -38% | -$947K | 0.06% | 356 |
|
|
2023
Q1 | $2.57M | Buy |
37,409
+13,850
| +59% | +$951K | 0.1% | 237 |
|
|
2022
Q4 | $1.48M | Buy |
23,559
+965
| +4% | +$60.6K | 0.08% | 297 |
|
|
2022
Q3 | $1.24M | Buy |
22,594
+4,930
| +28% | +$271K | 0.08% | 290 |
|
|
2022
Q2 | $1.09M | Buy |
17,664
+885
| +5% | +$54.4K | 0.08% | 303 |
|
|
2022
Q1 | $2.28M | Buy |
16,779
+4,637
| +38% | +$629K | 0.16% | 166 |
|
|
2021
Q4 | $1.96M | Buy |
12,142
+2,545
| +27% | +$411K | 0.15% | 168 |
|
|
2021
Q3 | $2.3M | Buy |
9,597
+1,235
| +15% | +$296K | 0.24% | 111 |
|
|
2021
Q2 | $2.04M | Buy |
8,362
+2,974
| +55% | +$725K | 0.25% | 96 |
|
|
2021
Q1 | $1.22M | Buy |
5,388
+2,110
| +64% | +$479K | 0.22% | 117 |
|
|
2020
Q4 | $713K | Buy |
3,278
+1,210
| +59% | +$263K | 0.19% | 137 |
|
|
2020
Q3 | $336K | Buy |
+2,068
| New | +$336K | 0.13% | 201 |
|