Iconiq Capital’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,024
| Closed | -$257K | – | 426 |
|
|
2024
Q4 | $257K | Buy |
+3,024
| New | +$257K | ﹤0.01% | 270 |
|
|
2022
Q1 | – | Sell |
-1,483
| Closed | -$240K | – | 75 |
|
|
2021
Q4 | $240K | Buy |
1,483
+612
| +70% | +$99K | ﹤0.01% | 69 |
|
|
2021
Q3 | $208K | Sell |
871
-89
| -9% | -$21.3K | ﹤0.01% | 72 |
|
|
2021
Q2 | $234K | Hold |
960
| – | – | ﹤0.01% | 65 |
|
|
2021
Q1 | $218K | Buy |
+960
| New | +$218K | ﹤0.01% | 62 |
|