GC
XYZ

Gould Capital’s Block Inc XYZ Stock Holding History

Gould Capital’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
2026
Q1 		$9.03K Hold
150
– – 0.01% 138
2025
Q4 		$9.76K Hold
150
– – 0.01% 139
2025
Q3 		$10.8K Hold
150
– – 0.01% 140
2025
Q2 		$10.2K Hold
150
– – 0.01% 139
2025
Q1 		$8.15K Hold
150
– – 0.01% 146
2024
Q4 		$12.7K Hold
150
– – 0.01% 134
2024
Q3 		$10.1K Sell
150
-80
-35% -$5.17K 0.01% 148
2024
Q2 		$14.8K Buy
230
+80
+53% +$5.6K 0.01% 136
2024
Q1 		$12.7K Sell
150
-17,461
-99% -$1.26M 0.01% 137
2023
Q4 		$1.36M Sell
17,611
-155
-0.9% -$8.76K 1% 28
2023
Q3 		$767K Buy
17,766
+4,823
+37% +$299K 0.62% 43
2023
Q2 		$862K Buy
12,943
+577
+5% +$36K 0.66% 40
2023
Q1 		$849K Buy
12,366
+5,972
+93% +$447K 0.65% 40
2022
Q4 		$402K Sell
6,394
-3,720
-37% -$230K 0.32% 47
2022
Q3 		$556K Sell
10,114
-1
-0% -$71 0.48% 43
2022
Q2 		$622K Buy
10,115
+30
+0.3% +$2.74K 0.5% 45
2022
Q1 		$1.37M Buy
10,085
+9,935
+6,623% +$1.2M 0.98% 28
2021
Q4 		$24K Buy
+150
New +$32.5K 0.02% 117

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return