Foundations Investment Advisors’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 | $746K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $631K | Sell |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $771K | Buy |
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|
2023
Q2 | $988K | Buy |
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|
2023
Q1 | $615K | Buy |
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|
2022
Q4 | $544K | Buy |
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|
2022
Q3 | $458K | Sell |
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|
2022
Q2 | $595K | Buy |
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|
2022
Q1 | $858K | Buy |
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|
2021
Q4 | $884K | Buy |
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|
2021
Q3 | $989K | Buy |
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|
2021
Q2 | $656K | Buy |
|