Harbor Investment Advisory’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 | $242K | Sell |
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|
2025
Q2 | $254K | Sell |
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|
2025
Q1 | $257K | Sell |
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|
2024
Q4 | $402K | Buy |
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|
2024
Q3 | $242K | Sell |
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|
2024
Q2 | $233K | Buy |
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $295K | Sell |
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|
2023
Q3 | $171K | Hold |
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|
2023
Q2 | $257K | Sell |
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|
2023
Q1 | $337K | Sell |
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|
2022
Q4 | $328K | Sell |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $378K | Sell |
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|
2022
Q1 | $923K | Sell |
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|
2021
Q4 | $2.27M | Sell |
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|
2021
Q3 | $3.67M | Buy |
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|
2021
Q2 | $3.64M | Sell |
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|
2021
Q1 | $4.06M | Sell |
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|
2020
Q4 | $3.94M | Sell |
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|
2020
Q3 | $3.21M | Sell |
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|
2020
Q2 | $2.36M | Sell |
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|
2020
Q1 | $1.43M | Sell |
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|
2019
Q4 | $1.94M | Buy |
|