Forum Financial 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
Q3 | $774K | Buy |
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|
2025
Q2 | $614K | Buy |
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|
2025
Q1 | $474K | Buy |
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|
2024
Q4 | $698K | Buy |
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|
2024
Q3 | $469K | Sell |
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|
2024
Q2 | $452K | Buy |
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|
2024
Q1 | $560K | Buy |
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|
2023
Q4 | $510K | Buy |
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|
2023
Q3 | $204K | Buy |
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|
2023
Q2 | $265K | Buy |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $252K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $201K | Buy |
|