Financial Network Wealth Advisors’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
$5.64K Buy
83
+14
+20% +$951 0.01% 501
2025
Q1
$3.75K Buy
69
+23
+50% +$1.25K ﹤0.01% 524
2024
Q4
$3.91K Sell
46
-28
-38% -$2.38K 0.01% 367
2024
Q3
$4.97K Buy
74
+15
+25% +$1.01K ﹤0.01% 526
2024
Q2
$3.8K Buy
+59
New +$3.8K ﹤0.01% 621