GPS Wealth Strategies Group’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 | $74.5K | Buy |
1,097
+6
| +0.5% | +$408 | 0.01% | 544 |
|
|
2025
Q1 | $59.3K | Sell |
1,091
-38
| -3% | -$2.07K | 0.01% | 577 |
|
|
2024
Q4 | $96K | Hold |
1,129
| – | – | 0.01% | 441 |
|
|
2024
Q3 | $75.8K | Hold |
1,129
| – | – | 0.01% | 504 |
|
|
2024
Q2 | $72.8K | Buy |
1,129
+657
| +139% | +$42.4K | 0.01% | 457 |
|
|
2024
Q1 | $39.9K | Hold |
472
| – | – | 0.01% | 562 |
|
|
2023
Q4 | $36.5K | Sell |
472
-54
| -10% | -$4.18K | 0.01% | 565 |
|
|
2023
Q3 | $23.3K | Buy |
526
+48
| +10% | +$2.12K | ﹤0.01% | 662 |
|
|
2023
Q2 | $31.8K | Buy |
478
+7
| +1% | +$466 | 0.01% | 601 |
|
|
2023
Q1 | $32.3K | Buy |
+471
| New | +$32.3K | 0.01% | 587 |
|
|
2022
Q4 | – | Sell |
-855
| Closed | -$47K | – | 1133 |
|
|
2022
Q3 | $47K | Sell |
855
-161
| -16% | -$8.85K | 0.01% | 444 |
|
|
2022
Q2 | $62K | Sell |
1,016
-1,490
| -59% | -$90.9K | 0.02% | 407 |
|
|
2022
Q1 | $340K | Sell |
2,506
-1,321
| -35% | -$179K | 0.08% | 149 |
|
|
2021
Q4 | $618K | Buy |
3,827
+25
| +0.7% | +$4.04K | 0.14% | 99 |
|
|
2021
Q3 | $912K | Buy |
3,802
+43
| +1% | +$10.3K | 0.23% | 71 |
|
|
2021
Q2 | $916K | Buy |
3,759
+56
| +2% | +$13.6K | 0.23% | 66 |
|
|
2021
Q1 | $840K | Buy |
3,703
+78
| +2% | +$17.7K | 0.25% | 65 |
|
|
2020
Q4 | $789K | Buy |
3,625
+298
| +9% | +$64.9K | 0.28% | 60 |
|
|
2020
Q3 | $541K | Buy |
+3,327
| New | +$541K | 0.22% | 74 |
|