Global Financial Private Client’s Block Inc XYZ Stock Holding History

Global Financial Private Client’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-336	Closed	-$18.3K	–	1675
2025 Q1	$18.3K	Buy	336 +25	+8%	+$1.87K	0.01%	466
2024 Q4	$26.4K	Buy	311 +11	+4%	+$902	0.01%	386
2024 Q3	$20.1K	Hold	300	–	–	0.01%	430
2024 Q2	$19.3K	Hold	300	–	–	0.01%	389
2024 Q1	$24.4K	Hold	300	–	–	0.01%	374
2023 Q4	$23.2K	Hold	300	–	–	0.01%	378
2023 Q3	$13K	Hold	300	–	–	0.01%	410
2023 Q2	$19.9K	Hold	300	–	–	0.01%	376
2023 Q1	$20.3K	Hold	300	–	–	0.01%	372
2022 Q4	$18.9K	Buy	300 +150	+100%	+$9.26K	0.01%	362
2022 Q3	$8.37K	Hold	150	–	–	﹤0.01%	426
2022 Q2	$9.59K	Hold	150	–	–	0.01%	405
2022 Q1	$20K	Hold	150	–	–	0.01%	350
2021 Q4	$24.2K	Hold	150	–	–	0.01%	321
2021 Q3	$35.9K	Sell	150 -50	-25%	-$12.8K	0.02%	268
2021 Q2	$48.4K	Hold	200	–	–	0.03%	254
2021 Q1	$45.9K	Buy	+200	New	+$46.8K	0.03%	216
2020 Q3	–	Sell	-1,365	Closed	-$158K	–	526
2020 Q2	$158K	Sell	1,365 -25	-2%	-$1.91K	0.14%	119
2020 Q1	$65.1K	Hold	1,390	–	–	0.07%	180
2019 Q4	$87K	Buy	+1,390	New	+$88.8K	0.07%	182

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Global Financial Private Client's XYZ Position: Q2 2025 in Review

Global Financial Private Client sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 336 shares — an estimated $18.3K sold.

Global Financial Private Client first reported a position in XYZ in Q4 2019 and held it in 20 quarters. The position peaked at $158K in Q2 2020. 989 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

Global Financial Private Client reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 336 Block Inc shares in Q2 2025, an estimated $18.3K.
Global Financial Private Client first reported a position in Block Inc in Q4 2019 and held it in 20 quarters.
Global Financial Private Client's Block Inc position peaked at $158K in Q2 2020.
989 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.