IHT Wealth Management’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Sell |
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|
2025
Q1 | $280K | Sell |
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|
2024
Q4 | $452K | Sell |
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|
2024
Q3 | $390K | Sell |
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|
2024
Q2 | $590K | Buy |
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|
2024
Q1 | $753K | Buy |
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|
2023
Q4 | $465K | Sell |
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|
2023
Q3 | $334K | Buy |
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|
2023
Q2 | $484K | Sell |
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|
2023
Q1 | $514K | Buy |
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|
2022
Q4 | $438K | Sell |
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|
2022
Q3 | $407K | Buy |
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|
2022
Q2 | $413K | Buy |
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|
2022
Q1 | $904K | Sell |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.72M | Buy |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $895K | Buy |
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|
2020
Q4 | $599K | Buy |
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|
2020
Q3 | $264K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $283K | Sell |
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|
2019
Q3 | $329K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $33K | Hold |
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|
2017
Q4 | $28K | Buy |
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