FPC Investment Advisory’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-150
Closed -$13.6K 282
2024
Q4
$13.6K Sell
150
-2,450
-94% -$223K 0.01% 132
2024
Q3
$171K Hold
2,600
0.15% 23
2024
Q2
$187K Hold
2,600
0.17% 23
2024
Q1
$192K Buy
+2,600
New +$192K 0.19% 22