Everence Capital Management’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
$508K Sell
7,480
-380
-5% -$25.8K 0.03% 377
2025
Q1
$427K Sell
7,860
-5,420
-41% -$294K 0.03% 412
2024
Q4
$1.13M Buy
+13,280
New +$1.13M 0.07% 210