Horizon Financial Services’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 | $20.4K | Hold |
300
| – | – | 0.01% | 115 |
|
|
2025
Q1 | $16.3K | Hold |
300
| – | – | 0.01% | 108 |
|
|
2024
Q4 | $25.5K | Hold |
300
| – | – | 0.01% | 96 |
|
|
2024
Q3 | $20.1K | Hold |
300
| – | – | 0.01% | 107 |
|
|
2024
Q2 | $19.3K | Hold |
300
| – | – | 0.01% | 103 |
|
|
2024
Q1 | $25.4K | Buy |
+300
| New | +$25.4K | 0.02% | 102 |
|
|
2022
Q1 | – | Sell |
-190
| Closed | -$30.7K | – | 123 |
|
|
2021
Q4 | $30.7K | Buy |
190
+40
| +27% | +$6.46K | 0.02% | 84 |
|
|
2021
Q3 | $36K | Sell |
150
-108
| -42% | -$25.9K | 0.02% | 92 |
|
|
2021
Q2 | $63K | Hold |
258
| – | – | 0.05% | 76 |
|
|
2021
Q1 | $59K | Hold |
258
| – | – | 0.05% | 38 |
|
|
2020
Q4 | $56K | Hold |
258
| – | – | 0.05% | 36 |
|
|
2020
Q3 | $42K | Buy |
+258
| New | +$42K | 0.04% | 39 |
|