Harel Insurance Investments & Financial Services’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 | $393K | Buy |
5,780
+3,644
| +171% | +$248K | ﹤0.01% | 242 |
|
|
2025
Q1 | $116K | Buy |
2,136
+444
| +26% | +$24.1K | ﹤0.01% | 308 |
|
|
2024
Q4 | $144K | Sell |
1,692
-218
| -11% | -$18.6K | ﹤0.01% | 232 |
|
|
2024
Q3 | $128K | Buy |
1,910
+1,450
| +315% | +$97.2K | ﹤0.01% | 251 |
|
|
2024
Q2 | $29K | Sell |
460
-540
| -54% | -$34K | ﹤0.01% | 422 |
|
|
2024
Q1 | $85K | Buy |
+1,000
| New | +$85K | ﹤0.01% | 322 |
|
|
2022
Q2 | – | Sell |
-7,541
| Closed | -$1.02M | – | 812 |
|
|
2022
Q1 | $1.02M | Buy |
7,541
+5,770
| +326% | +$783K | 0.02% | 198 |
|
|
2021
Q4 | $292K | Buy |
1,771
+1,071
| +153% | +$177K | 0.01% | 329 |
|
|
2021
Q3 | $168K | Sell |
700
-3,907
| -85% | -$938K | ﹤0.01% | 392 |
|
|
2021
Q2 | $3.66M | Sell |
4,607
-658
| -12% | -$523K | 0.08% | 122 |
|
|
2021
Q1 | $3.99M | Sell |
5,265
-2,310
| -30% | -$1.75M | 0.08% | 151 |
|
|
2020
Q4 | $5.3M | Buy |
7,575
+5,833
| +335% | +$4.08M | 0.13% | 81 |
|
|
2020
Q3 | $283K | Sell |
1,742
-4,425
| -72% | -$719K | 0.01% | 253 |
|
|
2020
Q2 | $647K | Buy |
6,167
+4,700
| +320% | +$493K | 0.02% | 107 |
|
|
2020
Q1 | $77K | Buy |
1,467
+855
| +140% | +$44.9K | ﹤0.01% | 237 |
|
|
2019
Q4 | $38K | Buy |
+612
| New | +$38K | ﹤0.01% | 385 |
|
|
2019
Q3 | – | Sell |
-1,500
| Closed | -$109K | – | 582 |
|
|
2019
Q2 | $109K | Buy |
1,500
+1,000
| +200% | +$72.7K | 0.01% | 236 |
|
|
2019
Q1 | $37K | Sell |
500
-1,500
| -75% | -$111K | ﹤0.01% | 300 |
|
|
2018
Q4 | $112K | Buy |
2,000
+436
| +28% | +$24.4K | 0.01% | 226 |
|
|
2018
Q3 | $155K | Buy |
+1,564
| New | +$155K | 0.01% | 223 |
|
|
2018
Q1 | – | Sell |
-6,000
| Closed | -$208K | – | 494 |
|
|
2017
Q4 | $208K | Buy |
+6,000
| New | +$208K | 0.01% | 207 |
|