Garde Capital’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
Q3
– Sell
-1,047
Closed -$71.1K – 845
2025
Q2
$71.1K Hold
1,047
– – ﹤0.01% 317
2025
Q1
$56.9K Buy
+1,047
New +$78.2K ﹤0.01% 327
2024
Q2
– Sell
-1,297
Closed -$109K – 287
2024
Q1
$109K Hold
1,297
– – 0.01% 275
2023
Q4
$100K Buy
+1,297
New +$73.3K 0.01% 282
2023
Q2
– Sell
-1,539
Closed -$106K – 290
2023
Q1
$106K Sell
1,539
-200
-12% -$15K 0.01% 248
2022
Q4
$109K Buy
+1,739
New +$107K 0.01% 238
2022
Q2
– Sell
-1,546
Closed -$210K – 282
2022
Q1
$210K Sell
1,546
-33
-2% -$4K 0.02% 190
2021
Q4
$255K Buy
1,579
+180
+13% +$39K 0.02% 186
2021
Q3
$336K Buy
1,399
+59
+4% +$15.2K 0.03% 152
2021
Q2
$327K Hold
1,340
– – 0.03% 155
2021
Q1
$304K Hold
1,340
– – 0.04% 148
2020
Q4
$291K Buy
+1,340
New +$261K 0.04% 154

Other funds holding XYZ

Garde Capital's XYZ Position: Q3 2025 in Review

Garde Capital sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 1,047 shares — an estimated $71.1K sold.

Garde Capital first reported a position in XYZ in Q4 2020 and held it in 12 quarters. The position peaked at $336K in Q3 2021. 1,035 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • Garde Capital reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • Garde Capital sold 1,047 Block Inc shares in Q3 2025, an estimated $71.1K.
  • Garde Capital first reported a position in Block Inc in Q4 2020 and held it in 12 quarters.
  • Garde Capital's Block Inc position peaked at $336K in Q3 2021.
  • 1,035 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.