GM
XYZ

GeoWealth Management’s Block, Inc. XYZ Stock Holding History

GeoWealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$112K Sell
1,650
-489
-23% -$33.2K ﹤0.01% 788
2025
Q1 		$116K Buy
2,139
+3
+0.1% +$163 ﹤0.01% 763
2024
Q4 		$182K Buy
2,136
+1,465
+218% +$125K 0.01% 797
2024
Q3 		$45.1K Buy
+671
New +$45.1K ﹤0.01% 1102