Harbour Investments’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 | $1.55M | Sell |
22,778
-1,721
| -7% | -$117K | 0.04% | 397 |
|
|
2025
Q1 | $1.33M | Sell |
24,499
-300
| -1% | -$16.3K | 0.04% | 406 |
|
|
2024
Q4 | $2.11M | Sell |
24,799
-266
| -1% | -$22.6K | 0.06% | 271 |
|
|
2024
Q3 | $1.68M | Sell |
25,065
-231
| -0.9% | -$15.5K | 0.05% | 313 |
|
|
2024
Q2 | $1.63M | Sell |
25,296
-1,701
| -6% | -$110K | 0.06% | 292 |
|
|
2024
Q1 | $2.28M | Buy |
26,997
+7,621
| +39% | +$645K | 0.08% | 224 |
|
|
2023
Q4 | $1.5M | Buy |
19,376
+3,477
| +22% | +$269K | 0.06% | 286 |
|
|
2023
Q3 | $704K | Sell |
15,899
-109
| -0.7% | -$4.82K | 0.04% | 406 |
|
|
2023
Q2 | $1.07M | Sell |
16,008
-2,094
| -12% | -$139K | 0.05% | 327 |
|
|
2023
Q1 | $1.24M | Sell |
18,102
-564
| -3% | -$38.7K | 0.07% | 271 |
|
|
2022
Q4 | $1.17M | Sell |
18,666
-957
| -5% | -$60.1K | 0.07% | 267 |
|
|
2022
Q3 | $1.21M | Hold |
19,623
| – | – | 0.08% | 242 |
|
|
2022
Q2 | $1.21M | Buy |
+19,623
| New | +$1.21M | 0.08% | 242 |
|
|
2021
Q4 | $2.81M | Sell |
17,396
-8,762
| -33% | -$1.42M | 0.17% | 121 |
|
|
2021
Q3 | $6.27M | Buy |
26,158
+733
| +3% | +$176K | 0.2% | 94 |
|
|
2021
Q2 | $6.2M | Buy |
25,425
+880
| +4% | +$215K | 0.2% | 92 |
|
|
2021
Q1 | $5.57M | Buy |
+24,545
| New | +$5.57M | 0.2% | 94 |
|