Global Wealth Strategies & Associates’s Block Inc XYZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-22	Closed	-$1.32K	–	533
2026 Q1	$1.32K	Sell	22 -21	-49%	-$1.28K	﹤0.01%	457
2025 Q4	$2.8K	Hold	43	–	–	﹤0.01%	400
2025 Q3	$3.11K	Hold	43	–	–	﹤0.01%	366
2025 Q2	$2.92K	Sell	43 -43	-50%	-$2.5K	﹤0.01%	292
2025 Q1	$4.67K	Sell	86 -90	-51%	-$6.72K	﹤0.01%	322
2024 Q4	$15K	Buy	176 +88	+100%	+$7.22K	﹤0.01%	191
2024 Q3	$5.91K	Sell	88 -24	-21%	-$1.55K	﹤0.01%	230
2024 Q2	$7.22K	Buy	112 +66	+143%	+$4.62K	﹤0.01%	198
2024 Q1	$3.89K	Hold	46	–	–	﹤0.01%	238
2023 Q4	$3.56K	Hold	46	–	–	﹤0.01%	223
2023 Q3	$2.04K	Hold	46	–	–	﹤0.01%	266
2023 Q2	$3.06K	Hold	46	–	–	﹤0.01%	230
2023 Q1	$3.16K	Hold	46	–	–	﹤0.01%	239
2022 Q4	$2.89K	Buy	+46	New	+$2.84K	﹤0.01%	247