Evergreen Capital 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
Q3 | $295K | Buy |
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|
2025
Q2 | $208K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $333K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $454K | Buy |
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|
2022
Q2 | $409K | Sell |
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|
2022
Q1 | $4.73M | Buy |
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|
2021
Q4 | $5.57M | Sell |
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|
2021
Q3 | $8.45M | Sell |
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|
2021
Q2 | $8.6M | Sell |
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|
2021
Q1 | $8.06M | Buy |
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|
2020
Q4 | $7.62M | Sell |
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|
2020
Q3 | $5.75M | Sell |
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|
2020
Q2 | $4.79M | Buy |
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|
2020
Q1 | $2.13M | Sell |
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|
2019
Q4 | $2.55M | Buy |
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|
2019
Q3 | $2.48M | Sell |
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|
2019
Q2 | $3.82M | Hold |
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|
2019
Q1 | $3.95M | Buy |
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|
2018
Q4 | $2.95M | Buy |
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|
2018
Q3 | $5.15M | Buy |
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|
2018
Q2 | $3.17M | Sell |
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|
2018
Q1 | $3.21M | Sell |
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|
2017
Q4 | $2.33M | Buy |
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|
2017
Q3 | $1.92M | Buy |
|