Global Trust Asset Management’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 | $56K | Sell |
825
-340
| -29% | -$23.1K | 0.03% | 259 |
|
|
2025
Q1 | $63.3K | Sell |
1,165
-2,350
| -67% | -$128K | 0.04% | 238 |
|
|
2024
Q4 | $299K | Buy |
3,515
+52
| +2% | +$4.42K | 0.11% | 140 |
|
|
2024
Q3 | $232K | Buy |
3,463
+848
| +32% | +$56.9K | 0.09% | 162 |
|
|
2024
Q2 | $169K | Hold |
2,615
| – | – | 0.07% | 174 |
|
|
2024
Q1 | $221K | Buy |
2,615
+10
| +0.4% | +$846 | 0.09% | 155 |
|
|
2023
Q4 | $201K | Buy |
2,605
+142
| +6% | +$11K | 0.09% | 146 |
|
|
2023
Q3 | $109K | Sell |
2,463
-217
| -8% | -$9.6K | 0.05% | 184 |
|
|
2023
Q2 | $178K | Buy |
2,680
+370
| +16% | +$24.6K | 0.08% | 151 |
|
|
2023
Q1 | $159K | Buy |
2,310
+300
| +15% | +$20.6K | 0.08% | 155 |
|
|
2022
Q4 | $126K | Buy |
2,010
+1,500
| +294% | +$94.3K | 0.06% | 161 |
|
|
2022
Q3 | $28K | Hold |
510
| – | – | 0.01% | 254 |
|
|
2022
Q2 | $31K | Sell |
510
-6
| -1% | -$365 | 0.02% | 255 |
|
|
2022
Q1 | $70K | Buy |
516
+441
| +588% | +$59.8K | 0.03% | 252 |
|
|
2021
Q4 | $12K | Buy |
+75
| New | +$12K | ﹤0.01% | 340 |
|