GHP Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.01K | Hold |
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|
2025
Q2 | $952 | Hold |
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|
2025
Q1 | $761 | Hold |
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|
2024
Q4 | $1.19K | Hold |
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|
2024
Q3 | $940 | Hold |
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|
2024
Q2 | $903 | Hold |
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|
2024
Q1 | $1.19K | Sell |
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|
2023
Q4 | $1.24K | Buy |
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|
2023
Q3 | $605 | Hold |
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|
2023
Q2 | $848 | Hold |
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|
2023
Q1 | $962 | Hold |
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|
2022
Q4 | $880 | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $2K | Buy |
|