Gallagher Capital 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
Q1
Sell
-4,153
Closed -$353K 68
2024
Q4
$353K Buy
+4,153
New +$353K 0.26% 49