Game Plan Financial 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
2026
Q1
Sell
2025
Q4
$1.63K Sell
2025
Q3
$10.8K Buy
2025
Q2
$1.36K Sell
2025
Q1
$5.16K Buy
2024
Q4
Sell
2024
Q3
$3.36K Hold
2024
Q2
$3.22K Buy