HHGA
XYZ

Halbert Hargrove Global Advisors’s Block, Inc. XYZ Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9
Closed -$488 – 679
2025
Q1 		$488 Buy
+9
New +$488 ﹤0.01% 492