HAM
XYZ

Hyperion Asset Management’s Block, Inc. XYZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$146M Sell
2,148,429
-691,565
-24% -$47M 4.61% 9
2025
Q1
$154M Sell
2,839,994
-294,224
-9% -$16M 6.06% 8
2024
Q4
$266M Buy
3,134,218
+321,569
+11% +$27.3M 8.83% 4
2024
Q3
$189M Buy
2,812,649
+142,575
+5% +$9.57M 7.24% 6
2024
Q2
$172M Buy
2,670,074
+421,025
+19% +$27.2M 7.11% 5
2024
Q1
$190M Sell
2,249,049
-42,126
-2% -$3.56M 8% 5
2023
Q4
$177M Buy
2,291,175
+248,787
+12% +$19.2M 7.29% 6
2023
Q3
$90.4M Buy
2,042,388
+266,043
+15% +$11.8M 4.35% 8
2023
Q2
$118M Buy
1,776,345
+127,370
+8% +$8.48M 5.32% 7
2023
Q1
$113M Sell
1,648,975
-248,574
-13% -$17.1M 5.89% 7
2022
Q4
$119M Sell
1,897,549
-56,505
-3% -$3.55M 7.74% 5
2022
Q3
$107M Buy
1,954,054
+249,803
+15% +$13.7M 6.23% 5
2022
Q2
$105M Sell
1,704,251
-389,697
-19% -$24M 6.12% 5
2022
Q1
$284M Buy
2,093,948
+1,005,928
+92% +$136M 11.76% 3
2021
Q4
$176M Buy
1,088,020
+132,240
+14% +$21.4M 6.91% 5
2021
Q3
$229M Buy
955,780
+226,506
+31% +$54.3M 10.37% 2
2021
Q2
$178M Buy
729,274
+21,470
+3% +$5.23M 9.95% 3
2021
Q1
$161M Sell
707,804
-97,003
-12% -$22M 11.16% 2
2020
Q4
$175M Buy
804,807
+17,485
+2% +$3.81M 12.41% 2
2020
Q3
$128M Buy
787,322
+459,519
+140% +$74.7M 12.98% 3
2020
Q2
$34.4M Buy
+327,803
New +$34.4M 4.82% 9