Everhart Financial Group’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 | $210K | Buy |
+3,092
| New | +$210K | 0.02% | 329 |
|
|
2025
Q1 | – | Sell |
-4,816
| Closed | -$409K | – | 351 |
|
|
2024
Q4 | $409K | Buy |
4,816
+584
| +14% | +$49.6K | 0.08% | 216 |
|
|
2024
Q3 | $284K | Buy |
4,232
+991
| +31% | +$66.5K | 0.06% | 267 |
|
|
2024
Q2 | $209K | Buy |
3,241
+429
| +15% | +$27.7K | 0.05% | 282 |
|
|
2024
Q1 | $238K | Buy |
+2,812
| New | +$238K | 0.07% | 243 |
|
|
2023
Q2 | – | Sell |
-3,515
| Closed | -$241K | – | 226 |
|
|
2023
Q1 | $241K | Buy |
3,515
+309
| +10% | +$21.2K | 0.11% | 165 |
|
|
2022
Q4 | $201K | Buy |
+3,206
| New | +$201K | 0.1% | 176 |
|