Financial Perspectives’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 | $156K | Buy |
2,300
+38
| +2% | +$2.58K | 0.05% | 171 |
|
|
2025
Q1 | $125K | Sell |
2,262
-38
| -2% | -$2.1K | 0.04% | 190 |
|
|
2024
Q4 | $195K | Hold |
2,300
| – | – | 0.07% | 144 |
|
|
2024
Q3 | $154K | Hold |
2,300
| – | – | 0.05% | 163 |
|
|
2024
Q2 | $148K | Hold |
2,300
| – | – | 0.05% | 163 |
|
|
2024
Q1 | $195K | Buy |
2,300
+155
| +7% | +$13.1K | 0.07% | 141 |
|
|
2023
Q4 | $166K | Hold |
2,145
| – | – | 0.07% | 152 |
|
|
2023
Q3 | $94.9K | Buy |
2,145
+395
| +23% | +$17.5K | 0.04% | 190 |
|
|
2023
Q2 | $116K | Sell |
1,750
-20
| -1% | -$1.33K | 0.05% | 171 |
|
|
2023
Q1 | $122K | Hold |
1,770
| – | – | 0.06% | 164 |
|
|
2022
Q4 | $111K | Hold |
1,770
| – | – | 0.06% | 164 |
|
|
2022
Q3 | $97.3K | Buy |
1,770
+1
| +0.1% | +$55 | 0.05% | 173 |
|
|
2022
Q2 | $109K | Hold |
1,769
| – | – | 0.06% | 164 |
|
|
2022
Q1 | $240K | Buy |
1,769
+20
| +1% | +$2.71K | 0.11% | 115 |
|
|
2021
Q4 | $282K | Sell |
1,749
-30
| -2% | -$4.85K | 0.13% | 99 |
|
|
2021
Q3 | $427K | Hold |
1,779
| – | – | 0.21% | 69 |
|
|
2021
Q2 | $434K | Sell |
1,779
-400,327
| -100% | -$97.6M | 0.21% | 76 |
|
|
2021
Q1 | $1.77M | Buy |
402,106
+400,357
| +22,891% | +$1.76M | 0.09% | 151 |
|
|
2020
Q4 | $381K | Hold |
1,749
| – | – | 0.22% | 70 |
|
|
2020
Q3 | $284K | Hold |
1,749
| – | – | 0.19% | 74 |
|
|
2020
Q2 | $184K | Hold |
1,749
| – | – | 0.13% | 92 |
|
|
2020
Q1 | $91.6K | Buy |
1,749
+162
| +10% | +$8.49K | 0.07% | 120 |
|
|
2019
Q4 | $99.3K | Buy |
+1,587
| New | +$99.3K | 0.07% | 122 |
|