Icon Wealth Advisors’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 | $179K | Buy |
2,633
+204
| +8% | +$13.9K | 0.01% | 393 |
|
|
2025
Q1 | $132K | Buy |
2,429
+282
| +13% | +$15.3K | 0.01% | 429 |
|
|
2024
Q4 | $182K | Buy |
2,147
+18
| +0.8% | +$1.53K | 0.02% | 388 |
|
|
2024
Q3 | $143K | Buy |
2,129
+12
| +0.6% | +$806 | 0.01% | 416 |
|
|
2024
Q2 | $131K | Buy |
2,117
+195
| +10% | +$12.1K | 0.01% | 388 |
|
|
2024
Q1 | $163K | Buy |
1,922
+232
| +14% | +$19.6K | 0.02% | 377 |
|
|
2023
Q4 | $131K | Buy |
+1,690
| New | +$131K | 0.01% | 386 |
|