Financial Management Professionals’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
$272 Hold
4
﹤0.01% 962
2025
Q1
$217 Hold
4
﹤0.01% 952
2024
Q4
$340 Hold
4
﹤0.01% 923
2024
Q3
$0 Hold
4
﹤0.01% 1065
2024
Q2
$0 Hold
4
﹤0.01% 1051
2024
Q1
$0 Hold
4
﹤0.01% 1112
2023
Q4
$0 Hold
4
﹤0.01% 1071
2023
Q3
$0 Hold
4
﹤0.01% 1083
2023
Q2
$0 Hold
4
﹤0.01% 1157
2023
Q1
$0 Hold
4
﹤0.01% 1169
2022
Q4
$0 Hold
4
﹤0.01% 1107
2022
Q3
$0 Hold
4
﹤0.01% 1146
2022
Q2
$0 Sell
4
-10
-71% ﹤0.01% 1166
2022
Q1
$2K Buy
14
+9
+180% +$1.29K ﹤0.01% 829
2021
Q4
$1K Buy
+5
New +$1K ﹤0.01% 936
2019
Q3
Sell
-211
Closed -$15K 362
2019
Q2
$15K Hold
211
0.01% 164
2019
Q1
$16K Hold
211
0.01% 142
2018
Q4
$12K Hold
211
0.01% 146
2018
Q3
$21K Hold
211
0.01% 130
2018
Q2
$13K Hold
211
0.01% 151
2018
Q1
$10K Hold
211
0.01% 163
2017
Q4
$7K Buy
211
+54
+34% +$1.79K ﹤0.01% 157
2017
Q3
$4K Buy
+157
New +$4K ﹤0.01% 191