Freestone Capital Holdings’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 | $293K | Sell |
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|
2025
Q1 | $250K | Sell |
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|
2024
Q4 | $439K | Sell |
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|
2024
Q3 | $355K | Buy |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $440K | Buy |
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|
2023
Q4 | $397K | Buy |
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|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $345K | Sell |
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|
2023
Q1 | $359K | Buy |
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|
2022
Q4 | $309K | Sell |
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|
2022
Q3 | $319K | Sell |
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|
2022
Q2 | $429K | Sell |
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|
2022
Q1 | $974K | Buy |
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|
2021
Q4 | $960K | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $670K | Buy |
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|
2021
Q1 | $215K | Sell |
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|
2020
Q4 | $215K | Buy |
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|
2020
Q3 | $119K | Buy |
|