GVAG
XYZ
Great Valley Advisor Group’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
22,354
-999
| -4% | -$67.9K | 0.03% | 371 |
|
|
2025
Q1 | $1.27M | Sell |
23,353
-7,331
| -24% | -$398K | 0.03% | 401 |
|
|
2024
Q4 | $2.61M | Sell |
30,684
-19,794
| -39% | -$1.68M | 0.06% | 277 |
|
|
2024
Q3 | $3.39M | Sell |
50,478
-14,833
| -23% | -$996K | 0.08% | 235 |
|
|
2024
Q2 | $4.21M | Sell |
65,311
-28,406
| -30% | -$1.83M | 0.12% | 183 |
|
|
2024
Q1 | $7.93M | Sell |
93,717
-1,580
| -2% | -$134K | 0.24% | 105 |
|
|
2023
Q4 | $7.37M | Buy |
95,297
+8,094
| +9% | +$626K | 0.26% | 102 |
|
|
2023
Q3 | $3.86M | Sell |
87,203
-1,156
| -1% | -$51.2K | 0.16% | 151 |
|
|
2023
Q2 | $5.88M | Buy |
88,359
+9,045
| +11% | +$602K | 0.25% | 106 |
|
|
2023
Q1 | $5.45M | Buy |
79,314
+4,575
| +6% | +$314K | 0.25% | 102 |
|
|
2022
Q4 | $4.7M | Buy |
74,739
+3,986
| +6% | +$250K | 0.24% | 102 |
|
|
2022
Q3 | $3.89M | Buy |
70,753
+3,109
| +5% | +$171K | 0.22% | 115 |
|
|
2022
Q2 | $4.16M | Buy |
67,644
+15,579
| +30% | +$957K | 0.23% | 110 |
|
|
2022
Q1 | $7.08M | Buy |
52,065
+4,827
| +10% | +$657K | 0.41% | 64 |
|
|
2021
Q4 | $7.72M | Buy |
47,238
+2,945
| +7% | +$481K | 0.48% | 48 |
|
|
2021
Q3 | $10.6M | Buy |
44,293
+447
| +1% | +$107K | 0.73% | 32 |
|
|
2021
Q2 | $10.7M | Buy |
43,846
+702
| +2% | +$171K | 0.79% | 26 |
|
|
2021
Q1 | $9.8M | Buy |
43,144
+175
| +0.4% | +$39.7K | 0.94% | 15 |
|
|
2020
Q4 | $9.35M | Sell |
42,969
-1,766
| -4% | -$384K | 0.97% | 16 |
|
|
2020
Q3 | $7.27M | Sell |
44,735
-823
| -2% | -$134K | 0.89% | 19 |
|
|
2020
Q2 | $4.78M | Buy |
45,558
+991
| +2% | +$104K | 0.78% | 23 |
|
|
2020
Q1 | $2.33M | Sell |
44,567
-484
| -1% | -$25.3K | 0.62% | 43 |
|
|
2019
Q4 | $2.82M | Sell |
45,051
-562
| -1% | -$35.2K | 0.63% | 43 |
|
|
2019
Q3 | $2.83M | Buy |
45,613
+2,364
| +5% | +$146K | 0.68% | 37 |
|
|
2019
Q2 | $3.14M | Buy |
43,249
+1,098
| +3% | +$79.6K | 0.79% | 27 |
|
|
2019
Q1 | $3.16M | Buy |
42,151
+14,982
| +55% | +$1.12M | 1% | 22 |
|
|
2018
Q4 | $1.52M | Buy |
+27,169
| New | +$1.52M | 0.57% | 42 |
|