HB Wealth Management’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 | $802K | Sell |
11,809
-3,276
| -22% | -$223K | 0.01% | 583 |
|
|
2025
Q1 | $820K | Buy |
15,085
+528
| +4% | +$28.7K | 0.01% | 585 |
|
|
2024
Q4 | $1.24M | Sell |
14,557
-714
| -5% | -$60.7K | 0.01% | 372 |
|
|
2024
Q3 | $1.03M | Buy |
15,271
+1,093
| +8% | +$73.4K | 0.01% | 388 |
|
|
2024
Q2 | $914K | Sell |
14,178
-136
| -1% | -$8.77K | 0.01% | 383 |
|
|
2024
Q1 | $1.21M | Buy |
14,314
+736
| +5% | +$62.3K | 0.02% | 316 |
|
|
2023
Q4 | $1.05M | Buy |
13,578
+2,072
| +18% | +$160K | 0.02% | 309 |
|
|
2023
Q3 | $509K | Sell |
11,506
-1,366
| -11% | -$60.5K | 0.01% | 423 |
|
|
2023
Q2 | $857K | Buy |
12,872
+194
| +2% | +$12.9K | 0.01% | 312 |
|
|
2023
Q1 | $870K | Sell |
12,678
-33
| -0.3% | -$2.27K | 0.02% | 304 |
|
|
2022
Q4 | $799K | Buy |
12,711
+4,366
| +52% | +$274K | 0.01% | 316 |
|
|
2022
Q3 | $459K | Sell |
8,345
-861
| -9% | -$47.4K | 0.01% | 353 |
|
|
2022
Q2 | $566K | Buy |
9,206
+377
| +4% | +$23.2K | 0.01% | 323 |
|
|
2022
Q1 | $1.2M | Buy |
8,829
+1,287
| +17% | +$174K | 0.02% | 248 |
|
|
2021
Q4 | $1.22M | Buy |
+7,542
| New | +$1.22M | 0.02% | 217 |
|