Gallagher Fiduciary 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
Q1
Sell
2024
Q4
$458K Buy
2024
Q3
$354K Buy
2024
Q2
$332K Buy
2024
Q1
$420K Buy
2023
Q4
$381K Buy
2023
Q3
Sell
2023
Q2
$240K Buy