GLOBALT Investments’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
$592K Sell
8,718
-1,046
-11% -$71.1K 0.02% 171
2025
Q1
$530K Buy
+9,764
New +$530K 0.02% 168