Gallagher Fiduciary 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 |
-5,389
| Closed | -$458K | – | 338 |
|
|
2024
Q4 | $458K | Buy |
5,389
+121
| +2% | +$10.3K | 0.09% | 153 |
|
|
2024
Q3 | $354K | Buy |
5,268
+113
| +2% | +$7.59K | 0.07% | 169 |
|
|
2024
Q2 | $332K | Buy |
5,155
+190
| +4% | +$12.3K | 0.07% | 141 |
|
|
2024
Q1 | $420K | Buy |
4,965
+40
| +0.8% | +$3.38K | 0.01% | 121 |
|
|
2023
Q4 | $381K | Buy |
+4,925
| New | +$381K | 0.01% | 119 |
|
|
2023
Q3 | – | Sell |
-3,610
| Closed | -$240K | – | 220 |
|
|
2023
Q2 | $240K | Buy |
+3,610
| New | +$240K | 0.02% | 184 |
|