Fairman 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 | $187K | Hold |
2,750
| – | – | 0.15% | 55 |
|
|
2025
Q1 | $234K | Hold |
2,750
| – | – | 0.21% | 51 |
|
|
2024
Q4 | $234K | Sell |
2,750
-3
| -0.1% | -$255 | 0.19% | 53 |
|
|
2024
Q3 | $185K | Hold |
2,753
| – | – | 0.17% | 59 |
|
|
2024
Q2 | $178K | Hold |
2,753
| – | – | 0.18% | 60 |
|
|
2024
Q1 | $233K | Hold |
2,753
| – | – | 0.22% | 45 |
|
|
2023
Q4 | $213K | Buy |
+2,753
| New | +$213K | 0.2% | 48 |
|