Frank Rimerman Advisors’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 | $223K | Sell |
3,286
-592
| -15% | -$40.2K | 0.02% | 522 |
|
|
2025
Q1 | $211K | Buy |
3,878
+225
| +6% | +$12.2K | 0.02% | 491 |
|
|
2024
Q4 | $310K | Buy |
3,653
+38
| +1% | +$3.23K | 0.02% | 403 |
|
|
2024
Q3 | $243K | Sell |
3,615
-83
| -2% | -$5.57K | 0.02% | 470 |
|
|
2024
Q2 | $238K | Buy |
+3,698
| New | +$238K | 0.02% | 491 |
|
|
2021
Q1 | – | Sell |
-2,300
| Closed | -$501K | – | 90 |
|
|
2020
Q4 | $501K | Buy |
+2,300
| New | +$501K | 0.23% | 44 |
|