Gilbert & Cook’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 | $443K | Sell |
6,519
-4,239
| -39% | -$288K | 0.06% | 153 |
|
|
2025
Q1 | $584K | Buy |
10,758
+18
| +0.2% | +$978 | 0.08% | 114 |
|
|
2024
Q4 | $913K | Buy |
10,740
+42
| +0.4% | +$3.57K | 0.13% | 75 |
|
|
2024
Q3 | $718K | Buy |
10,698
+645
| +6% | +$43.3K | 0.1% | 92 |
|
|
2024
Q2 | $648K | Sell |
10,053
-441
| -4% | -$28.4K | 0.09% | 92 |
|
|
2024
Q1 | $888K | Buy |
10,494
+927
| +10% | +$78.4K | 0.12% | 80 |
|
|
2023
Q4 | $740K | Buy |
9,567
+714
| +8% | +$55.2K | 0.1% | 91 |
|
|
2023
Q3 | $392K | Buy |
+8,853
| New | +$392K | 0.06% | 151 |
|