Howard Capital Management’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
$292K Buy
+4,301
New +$292K ﹤0.01% 358
2025
Q1
Sell
-3,746
Closed -$318K 420
2024
Q4
$318K Buy
3,746
+189
+5% +$16.1K ﹤0.01% 341
2024
Q3
$239K Buy
+3,557
New +$239K ﹤0.01% 359