HM Payson & Co’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 | $21.7K | Hold |
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|
2025
Q2 | $20.4K | Hold |
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|
2025
Q1 | $16.3K | Hold |
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|
2024
Q4 | $25.5K | Sell |
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|
2024
Q3 | $20.8K | Buy |
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|
2024
Q2 | $19.3K | Hold |
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|
2024
Q1 | $25.4K | Sell |
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|
2023
Q4 | $30.9K | Hold |
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|
2023
Q3 | $17.7K | Hold |
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|
2023
Q2 | $26.6K | Sell |
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|
2023
Q1 | $46.9K | Sell |
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|
2022
Q4 | $195K | Sell |
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|
2022
Q3 | $187K | Buy |
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|
2022
Q2 | $190K | Buy |
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|
2022
Q1 | $379K | Buy |
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|
2021
Q4 | $234K | Buy |
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|
2021
Q3 | $258K | Buy |
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|
2021
Q2 | $171K | Sell |
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|
2021
Q1 | $198K | Hold |
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|
2020
Q4 | $190K | Sell |
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|
2020
Q3 | $153K | Buy |
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|
2020
Q2 | $21K | Hold |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $13K | Hold |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $15K | Buy |
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