Gerber Kawasaki Wealth & Investment Management’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$224K Sell
2022
Q3
$271K Sell
2022
Q2
$1.12M Sell
2022
Q1
$2.52M Sell
2021
Q4
$3.08M Sell
2021
Q3
$7.82M Buy
2021
Q2
$2.29M Buy
2021
Q1
$1.16M Buy
2020
Q4
$617K Buy