Hoertkorn Richard Charles’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
Q4 | – | Sell |
-102
| Closed | -$7.37K | – | 81 |
|
|
2025
Q3 | $7.37K | Hold |
102
| – | – | ﹤0.01% | 68 |
|
|
2025
Q2 | $6.93K | Hold |
102
| – | – | ﹤0.01% | 69 |
|
|
2025
Q1 | $5.54K | Hold |
102
| – | – | ﹤0.01% | 69 |
|
|
2024
Q4 | $8.67K | Hold |
102
| – | – | ﹤0.01% | 70 |
|
|
2024
Q3 | $6.85K | Hold |
102
| – | – | ﹤0.01% | 70 |
|
|
2024
Q2 | $6.58K | Hold |
102
| – | – | ﹤0.01% | 70 |
|
|
2024
Q1 | $8.63K | Hold |
102
| – | – | ﹤0.01% | 68 |
|
|
2023
Q4 | $7.89K | Hold |
102
| – | – | ﹤0.01% | 70 |
|
|
2023
Q3 | $4.51K | Hold |
102
| – | – | ﹤0.01% | 70 |
|
|
2023
Q2 | $6.79K | Hold |
102
| – | – | ﹤0.01% | 70 |
|
|
2023
Q1 | $7K | Hold |
102
| – | – | ﹤0.01% | 71 |
|
|
2022
Q4 | $6.41K | Hold |
102
| – | – | ﹤0.01% | 69 |
|
|
2022
Q3 | $6K | Hold |
102
| – | – | ﹤0.01% | 68 |
|
|
2022
Q2 | $6K | Hold |
102
| – | – | ﹤0.01% | 68 |
|
|
2022
Q1 | $13K | Hold |
102
| – | – | 0.01% | 69 |
|
|
2021
Q4 | $17K | Hold |
102
| – | – | 0.01% | 71 |
|
|
2021
Q3 | $24K | Hold |
102
| – | – | 0.01% | 68 |
|
|
2021
Q2 | $25K | Hold |
102
| – | – | 0.01% | 68 |
|
|
2021
Q1 | $23K | Hold |
102
| – | – | 0.01% | 68 |
|
|
2020
Q4 | $22K | Hold |
102
| – | – | 0.01% | 67 |
|
|
2020
Q3 | $17K | Hold |
102
| – | – | 0.01% | 68 |
|
|
2020
Q2 | $11K | Hold |
102
| – | – | 0.01% | 72 |
|
|
2020
Q1 | $5K | Hold |
102
| – | – | ﹤0.01% | 78 |
|
|
2019
Q4 | $6K | Sell |
102
-100
| -50% | -$6.39K | ﹤0.01% | 79 |
|
|
2019
Q3 | $13K | Hold |
202
| – | – | 0.01% | 75 |
|
|
2019
Q2 | $15K | Hold |
202
| – | – | 0.01% | 72 |
|
|
2019
Q1 | $15K | Hold |
202
| – | – | 0.01% | 75 |
|
|
2018
Q4 | $11K | Hold |
202
| – | – | 0.01% | 79 |
|
|
2018
Q3 | $20K | Hold |
202
| – | – | 0.01% | 76 |
|
|
2018
Q2 | $12K | Hold |
202
| – | – | 0.01% | 84 |
|
|
2018
Q1 | $10K | Hold |
202
| – | – | 0.01% | 86 |
|
|
2017
Q4 | $7K | Buy |
202
+100
| +98% | +$3.66K | ﹤0.01% | 89 |
|
|
2017
Q3 | $3K | Hold |
102
| – | – | ﹤0.01% | 89 |
|
|
2017
Q2 | $2K | Buy |
+102
| New | +$2.11K | ﹤0.01% | 86 |
|
Other funds holding XYZ
Hoertkorn Richard Charles's XYZ Position: Q4 2025 in Review
Hoertkorn Richard Charles sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 102 shares — an estimated $7.37K sold.
Hoertkorn Richard Charles first reported a position in XYZ in Q2 2017 and held it in 34 quarters. The position peaked at $25K in Q2 2021. 1,033 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.
- Hoertkorn Richard Charles reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
- Hoertkorn Richard Charles sold 102 Block Inc shares in Q4 2025, an estimated $7.37K.
- Hoertkorn Richard Charles first reported a position in Block Inc in Q2 2017 and held it in 34 quarters.
- Hoertkorn Richard Charles's Block Inc position peaked at $25K in Q2 2021.
- 1,033 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.
Based on Hoertkorn Richard Charles's 13F filing for Q4 2025, filed 27 Jan 2026.