Forum Financial Management’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 | $614K | Buy |
9,037
+307
| +4% | +$20.9K | 0.01% | 339 |
|
|
2025
Q1 | $474K | Buy |
8,730
+514
| +6% | +$27.9K | 0.01% | 392 |
|
|
2024
Q4 | $698K | Buy |
8,216
+1,228
| +18% | +$104K | 0.01% | 280 |
|
|
2024
Q3 | $469K | Sell |
6,988
-22
| -0.3% | -$1.48K | 0.01% | 350 |
|
|
2024
Q2 | $452K | Buy |
7,010
+394
| +6% | +$25.4K | 0.01% | 338 |
|
|
2024
Q1 | $560K | Buy |
6,616
+22
| +0.3% | +$1.86K | 0.01% | 295 |
|
|
2023
Q4 | $510K | Buy |
6,594
+1,991
| +43% | +$154K | 0.01% | 286 |
|
|
2023
Q3 | $204K | Buy |
4,603
+618
| +16% | +$27.4K | ﹤0.01% | 589 |
|
|
2023
Q2 | $265K | Buy |
3,985
+47
| +1% | +$3.13K | 0.01% | 481 |
|
|
2023
Q1 | $270K | Sell |
3,938
-79
| -2% | -$5.42K | 0.01% | 439 |
|
|
2022
Q4 | $252K | Buy |
+4,017
| New | +$252K | 0.01% | 446 |
|
|
2022
Q3 | – | Sell |
-4,278
| Closed | -$263K | – | 607 |
|
|
2022
Q2 | $263K | Buy |
+4,278
| New | +$263K | 0.01% | 408 |
|
|
2022
Q1 | – | Sell |
-1,246
| Closed | -$201K | – | 683 |
|
|
2021
Q4 | $201K | Buy |
+1,246
| New | +$201K | 0.01% | 621 |
|