Franklin Street 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
Q2 | – | Sell |
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|
2025
Q1 | $222K | Sell |
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|
2024
Q4 | $2.92M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $232K | Hold |
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|
2021
Q2 | $236K | Hold |
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|
2021
Q1 | $220K | Buy |
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|
2020
Q4 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5.54M | Sell |
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|
2019
Q3 | $6.8M | Sell |
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|
2019
Q2 | $8.9M | Buy |
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|
2019
Q1 | $8.74M | Buy |
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|
2018
Q4 | $6.5M | Buy |
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|
2018
Q3 | $9.02M | Sell |
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|
2018
Q2 | $7.83M | Buy |
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|
2018
Q1 | $5.85M | Buy |
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|
2017
Q4 | $2.84M | Buy |
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