Glass Jacobson 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 | $2.17K | Hold |
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|
2025
Q2 | $2.04K | Hold |
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|
2025
Q1 | $2.55K | Hold |
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|
2024
Q4 | $2.55K | Hold |
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|
2024
Q3 | $2.01K | Hold |
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|
2024
Q2 | $1.94K | Hold |
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|
2024
Q1 | $2.54K | Hold |
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|
2023
Q4 | $2.32K | Hold |
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|
2023
Q3 | $1.33K | Hold |
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|
2023
Q2 | $2K | Buy |
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|
2022
Q4 | $1.89K | Buy |
|