HWM
XYZ

Hemington Wealth Management’s Block, Inc. XYZ Stock Holding History

Hemington Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15K Buy
224
+44
+24% +$2.95K ﹤0.01% 734
2025
Q1 		$9K Sell
180
-51
-22% -$2.55K ﹤0.01% 867
2024
Q4 		$19K Buy
231
+59
+34% +$4.85K ﹤0.01% 577
2024
Q3 		$12K Buy
+172
New +$12K ﹤0.01% 663