Financial Counselors Inc’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
Q1 | – | Sell |
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|
2024
Q4 | $217K | Sell |
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|
2024
Q3 | $206K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $253K | Sell |
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|
2023
Q4 | $238K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $209K | Sell |
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|
2023
Q1 | $2.68M | Buy |
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|
2022
Q4 | $2.35M | Buy |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.82M | Buy |
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|
2022
Q1 | $3.82M | Buy |
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|
2021
Q4 | $3.24M | Sell |
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|
2021
Q3 | $5.15M | Buy |
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|
2021
Q2 | $3.41M | Buy |
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|
2021
Q1 | $503K | Buy |
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|
2020
Q4 | $450K | Sell |
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|
2020
Q3 | $361K | Sell |
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|
2020
Q2 | $245K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $256K | Sell |
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|
2019
Q2 | $1.03M | Buy |
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|
2019
Q1 | $1.01M | Buy |
|