HB Wealth Management’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 | $1.25M | Buy |
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|
2025
Q2 | $802K | Sell |
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|
2025
Q1 | $820K | Buy |
|
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|
2024
Q4 | $1.24M | Sell |
|
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|
2024
Q3 | $1.03M | Buy |
|
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|
2024
Q2 | $914K | Sell |
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|
2024
Q1 | $1.21M | Buy |
|
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|
2023
Q4 | $1.05M | Buy |
|
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|
2023
Q3 | $509K | Sell |
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|
2023
Q2 | $857K | Buy |
|
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|
2023
Q1 | $870K | Sell |
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|
2022
Q4 | $799K | Buy |
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|
2022
Q3 | $459K | Sell |
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|
2022
Q2 | $566K | Buy |
|
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.22M | Buy |
|