Financial Management Professionals’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
Q4 | – | Sell |
-7
| Closed | -$506 | – | 1039 |
|
|
2025
Q3 | $506 | Buy |
7
+3
| +75% | +$225 | ﹤0.01% | 859 |
|
|
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% | 1050 |
|
|
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% | -$914 | ﹤0.01% | 1166 |
|
|
2022
Q1 | $2K | Buy |
14
+9
| +180% | +$1.09K | ﹤0.01% | 829 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1.08K | ﹤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% | +$1.98K | ﹤0.01% | 157 |
|
|
2017
Q3 | $4K | Buy |
+157
| New | +$4.11K | ﹤0.01% | 191 |
|
Other funds holding XYZ
JSC
