Hennessy Advisors Inc’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
$1.45M Sell
2025
Q2
$1.7M Buy
2025
Q1
$1.2M Buy
2022
Q1
Sell
2021
Q4
$1.61M Buy
2021
Q3
$2.04M Sell
2021
Q2
$2.19M Sell
2021
Q1
$2.27M Sell
2020
Q4
$2.94M Sell
2020
Q3
$2.93M Sell
2020
Q2
$2.94M Buy
2020
Q1
$1.28M Sell
2019
Q4
$2.06M Sell
2019
Q3
$2.11M Buy
2019
Q2
$1.6M Buy
2018
Q4
Sell
2018
Q3
$990K Sell
2018
Q2
$740K Buy
2018
Q1
$246K Sell
2017
Q4
$347K Sell
2017
Q3
$432K Buy