Focused Wealth Management’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
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $90.4K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $96K | Sell |
|
|||||
|
2024
Q2 | $95.4K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $38.4K | Hold |
|
|||||
|
2023
Q3 | $22K | Hold |
|
|||||
|
2023
Q2 | $33.1K | Hold |
|
|||||
|
2023
Q1 | $34.1K | Sell |
|
|||||
|
2022
Q4 | $38.2K | Buy |
|
|||||
|
2022
Q3 | $33K | Sell |
|
|||||
|
2022
Q2 | $38K | Sell |
|
|||||
|
2022
Q1 | $396K | Buy |
|
|||||
|
2021
Q4 | $343K | Buy |
|
|||||
|
2021
Q3 | $503K | Sell |
|
|||||
|
2021
Q2 | $539K | Buy |
|
|||||
|
2021
Q1 | $499K | Sell |
|
|||||
|
2020
Q4 | $587K | Buy |
|
|||||
|
2020
Q3 | $438K | Sell |
|
|||||
|
2020
Q2 | $298K | Hold |
|
|||||
|
2020
Q1 | $149K | Hold |
|
|||||
|
2019
Q4 | $178K | Buy |
|
|||||
|
2019
Q3 | $74K | Hold |
|
|||||
|
2019
Q2 | $87K | Hold |
|
|||||
|
2019
Q1 | $89K | Buy |
|
|||||
|
2018
Q4 | $55K | Buy |
|
|||||
|
2018
Q3 | $81K | Hold |
|
|||||
|
2018
Q2 | $51K | Sell |
|
|||||
|
2018
Q1 | $45K | Hold |
|
|||||
|
2017
Q4 | $31K | Buy |
|
|||||
|
2017
Q3 | $15K | Buy |
|
|||||
|
2017
Q2 | $9K | Hold |
|
|||||
|
2017
Q1 | $7K | Hold |
|
|||||
|
2016
Q4 | $5K | Hold |
|
|||||
|
2016
Q3 | $5K | Hold |
|
|||||
|
2016
Q2 | $4K | Hold |
|
|||||
|
2016
Q1 | $6K | Hold |
|
|||||
|
2015
Q4 | $5K | Buy |
|