Greenleaf Trust’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $364K | Buy |
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|
2025
Q2 | $261K | Sell |
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|
2025
Q1 | $242K | Buy |
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|
2024
Q4 | $348K | Buy |
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|
2024
Q3 | $274K | Buy |
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|
2024
Q2 | $259K | Sell |
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|
2024
Q1 | $348K | Buy |
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|
2023
Q4 | $314K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $357K | Buy |
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|
2022
Q4 | $301K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $486K | Buy |
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|
2021
Q4 | $284K | Sell |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $455K | Buy |
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|
2021
Q1 | $405K | Buy |
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|
2020
Q4 | $376K | Sell |
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|
2020
Q3 | $291K | Buy |
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