GHP Investment Advisors’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 | $952 | Hold |
14
| – | – | ﹤0.01% | 886 |
|
|
2025
Q1 | $761 | Hold |
14
| – | – | ﹤0.01% | 893 |
|
|
2024
Q4 | $1.19K | Hold |
14
| – | – | ﹤0.01% | 912 |
|
|
2024
Q3 | $940 | Hold |
14
| – | – | ﹤0.01% | 913 |
|
|
2024
Q2 | $903 | Hold |
14
| – | – | ﹤0.01% | 899 |
|
|
2024
Q1 | $1.19K | Sell |
14
-2
| -13% | -$169 | ﹤0.01% | 777 |
|
|
2023
Q4 | $1.24K | Buy |
16
+2
| +14% | +$155 | ﹤0.01% | 784 |
|
|
2023
Q3 | $605 | Hold |
14
| – | – | ﹤0.01% | 901 |
|
|
2023
Q2 | $848 | Hold |
14
| – | – | ﹤0.01% | 879 |
|
|
2023
Q1 | $962 | Hold |
14
| – | – | ﹤0.01% | 864 |
|
|
2022
Q4 | $880 | Hold |
14
| – | – | ﹤0.01% | 872 |
|
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 888 |
|
|
2022
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 903 |
|
|
2022
Q1 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 903 |
|