Hoey Investments’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.01K | Hold |
50
| – | – | ﹤0.01% | 318 |
|
|
2025
Q4 | $3.25K | Hold |
50
| – | – | ﹤0.01% | 319 |
|
|
2025
Q3 | $3.61K | Hold |
50
| – | – | ﹤0.01% | 305 |
|
|
2025
Q2 | $3.4K | Hold |
50
| – | – | ﹤0.01% | 310 |
|
|
2025
Q1 | $2.72K | Hold |
50
| – | – | ﹤0.01% | 288 |
|
|
2024
Q4 | $4.25K | Hold |
50
| – | – | ﹤0.01% | 250 |
|
|
2024
Q3 | $3.23K | Hold |
50
| – | – | ﹤0.01% | 278 |
|
|
2024
Q2 | $3.23K | Sell |
50
-255
| -84% | -$17.8K | ﹤0.01% | 278 |
|
|
2024
Q1 | $25.8K | Sell |
305
-270
| -47% | -$19.5K | 0.01% | 155 |
|
|
2023
Q4 | $44.5K | Hold |
575
| – | – | 0.01% | 130 |
|
|
2023
Q3 | $25.4K | Sell |
575
-10
| -2% | -$619 | 0.01% | 157 |
|
|
2023
Q2 | $38.9K | Buy |
585
+105
| +22% | +$6.56K | 0.01% | 137 |
|
|
2023
Q1 | $33K | Sell |
480
-1,150
| -71% | -$86.1K | 0.01% | 151 |
|
|
2022
Q4 | $102K | Buy |
1,630
+860
| +112% | +$53.1K | 0.04% | 103 |
|
|
2022
Q3 | $42K | Sell |
770
-5,578
| -88% | -$395K | 0.02% | 150 |
|
|
2022
Q2 | $390K | Buy |
6,348
+2,472
| +64% | +$226K | 0.18% | 55 |
|
|
2022
Q1 | $526K | Buy |
3,876
+3,072
| +382% | +$372K | 0.15% | 46 |
|
|
2021
Q4 | $130K | Sell |
804
-6,666
| -89% | -$1.44M | 0.03% | 72 |
|
|
2021
Q3 | $1.79M | Buy |
7,470
+2,938
| +65% | +$755K | 0.56% | 28 |
|
|
2021
Q2 | $1.1M | Sell |
4,532
-18,872
| -81% | -$4.38M | 0.34% | 40 |
|
|
2021
Q1 | $5.31M | Buy |
23,404
+22,854
| +4,155% | +$5.35M | 1.86% | 12 |
|
|
2020
Q4 | $120K | Buy |
+550
| New | +$107K | 0.04% | 67 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$6K | – | 179 |
|
|
2019
Q4 | $6K | Buy |
+100
| New | +$6.39K | ﹤0.01% | 149 |
|
Other funds holding XYZ
VCM
VPM
