Gateway Investment Advisers’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.04M | Buy |
74,130
+53,112
| +253% | +$3.61M | 0.06% | 194 |
|
|
2025
Q1 | $1.14M | Sell |
21,018
-4
| -0% | -$217 | 0.01% | 316 |
|
|
2024
Q4 | $1.79M | Sell |
21,022
-11,699
| -36% | -$994K | 0.02% | 265 |
|
|
2024
Q3 | $2.2M | Sell |
32,721
-59,909
| -65% | -$4.02M | 0.02% | 253 |
|
|
2024
Q2 | $5.97M | Buy |
92,630
+66,183
| +250% | +$4.27M | 0.07% | 177 |
|
|
2024
Q1 | $2.24M | Buy |
26,447
+2,368
| +10% | +$200K | 0.03% | 265 |
|
|
2023
Q4 | $1.86M | Buy |
24,079
+12,185
| +102% | +$943K | 0.02% | 277 |
|
|
2023
Q3 | $526K | Sell |
11,894
-109,753
| -90% | -$4.86M | 0.01% | 378 |
|
|
2023
Q2 | $8.1M | Buy |
121,647
+43,465
| +56% | +$2.89M | 0.1% | 168 |
|
|
2023
Q1 | $5.37M | Buy |
78,182
+32,861
| +73% | +$2.26M | 0.07% | 211 |
|
|
2022
Q4 | $2.85M | Sell |
45,321
-7,804
| -15% | -$490K | 0.04% | 277 |
|
|
2022
Q3 | $2.92M | Buy |
53,125
+40,388
| +317% | +$2.22M | 0.04% | 271 |
|
|
2022
Q2 | $783K | Sell |
12,737
-24,292
| -66% | -$1.49M | 0.01% | 382 |
|
|
2022
Q1 | $5.02M | Buy |
37,029
+11,644
| +46% | +$1.58M | 0.05% | 238 |
|
|
2021
Q4 | $4.1M | Buy |
25,385
+8,925
| +54% | +$1.44M | 0.04% | 253 |
|
|
2021
Q3 | $3.95M | Sell |
16,460
-15
| -0.1% | -$3.6K | 0.04% | 253 |
|
|
2021
Q2 | $4.02M | Buy |
16,475
+284
| +2% | +$69.2K | 0.04% | 258 |
|
|
2021
Q1 | $3.68M | Buy |
16,191
+33
| +0.2% | +$7.49K | 0.04% | 263 |
|
|
2020
Q4 | $3.52M | Buy |
16,158
+22
| +0.1% | +$4.79K | 0.04% | 274 |
|
|
2020
Q3 | $2.62M | Buy |
+16,136
| New | +$2.62M | 0.03% | 286 |
|