HHM Wealth Advisors’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 | $217 | Hold |
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|
2025
Q2 | $204 | Sell |
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|
2025
Q1 | $761 | Sell |
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|
2024
Q4 | $22.4K | Sell |
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|
2024
Q3 | $20K | Sell |
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|
2024
Q2 | $38.2K | Hold |
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|
2024
Q1 | $50.2K | Buy |
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|
2023
Q4 | $45.6K | Hold |
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|
2023
Q3 | $26.1K | Hold |
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|
2023
Q2 | $39.3K | Hold |
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|
2023
Q1 | $40.5K | Sell |
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|
2022
Q4 | $41.3K | Sell |
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|
2022
Q3 | $61K | Hold |
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|
2022
Q2 | $68K | Sell |
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|
2022
Q1 | $160K | Buy |
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|
2021
Q4 | $185K | Buy |
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|
2021
Q3 | $274K | Buy |
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|
2021
Q2 | $275K | Buy |
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|
2021
Q1 | $236K | Sell |
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|
2020
Q4 | $271K | Buy |
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|
2020
Q3 | $129K | Hold |
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|
2020
Q2 | $83K | Hold |
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|
2020
Q1 | $42K | Buy |
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