HHM Wealth Advisors’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 | $204 | Sell |
3
-11
| -79% | -$748 | ﹤0.01% | 841 |
|
|
2025
Q1 | $761 | Sell |
14
-250
| -95% | -$13.6K | ﹤0.01% | 859 |
|
|
2024
Q4 | $22.4K | Sell |
264
-34
| -11% | -$2.89K | ﹤0.01% | 484 |
|
|
2024
Q3 | $20K | Sell |
298
-295
| -50% | -$19.8K | ﹤0.01% | 467 |
|
|
2024
Q2 | $38.2K | Hold |
593
| – | – | 0.01% | 372 |
|
|
2024
Q1 | $50.2K | Buy |
593
+3
| +0.5% | +$254 | 0.01% | 296 |
|
|
2023
Q4 | $45.6K | Hold |
590
| – | – | 0.01% | 296 |
|
|
2023
Q3 | $26.1K | Hold |
590
| – | – | 0.01% | 364 |
|
|
2023
Q2 | $39.3K | Hold |
590
| – | – | 0.01% | 319 |
|
|
2023
Q1 | $40.5K | Sell |
590
-67
| -10% | -$4.6K | 0.01% | 303 |
|
|
2022
Q4 | $41.3K | Sell |
657
-450
| -41% | -$28.3K | 0.01% | 265 |
|
|
2022
Q3 | $61K | Hold |
1,107
| – | – | 0.02% | 210 |
|
|
2022
Q2 | $68K | Sell |
1,107
-75
| -6% | -$4.61K | 0.02% | 239 |
|
|
2022
Q1 | $160K | Buy |
1,182
+34
| +3% | +$4.6K | 0.04% | 162 |
|
|
2021
Q4 | $185K | Buy |
1,148
+7
| +0.6% | +$1.13K | 0.04% | 145 |
|
|
2021
Q3 | $274K | Buy |
1,141
+13
| +1% | +$3.12K | 0.07% | 102 |
|
|
2021
Q2 | $275K | Buy |
1,128
+88
| +8% | +$21.5K | 0.07% | 104 |
|
|
2021
Q1 | $236K | Sell |
1,040
-205
| -16% | -$46.5K | 0.07% | 103 |
|
|
2020
Q4 | $271K | Buy |
1,245
+450
| +57% | +$98K | 0.09% | 86 |
|
|
2020
Q3 | $129K | Hold |
795
| – | – | 0.05% | 124 |
|
|
2020
Q2 | $83K | Hold |
795
| – | – | 0.03% | 168 |
|
|
2020
Q1 | $42K | Buy |
+795
| New | +$42K | 0.02% | 223 |
|