Farther Finance Advisors’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 | $538K | Sell |
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|
2025
Q2 | $562K | Buy |
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|
2025
Q1 | $318K | Buy |
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|
2024
Q4 | $378K | Buy |
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|
2024
Q3 | $213K | Buy |
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|
2024
Q2 | $195K | Buy |
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|
2024
Q1 | $227K | Buy |
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|
2023
Q4 | $157K | Buy |
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|
2023
Q3 | $73.8K | Buy |
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|
2023
Q2 | $84.3K | Buy |
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|
2023
Q1 | $83.9K | Buy |
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|
2022
Q4 | $29.3K | Buy |
|