IHT Wealth 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 | $253K | Sell |
3,729
-1,420
| -28% | -$96.5K | 0.01% | 967 |
|
|
2025
Q1 | $280K | Sell |
5,149
-169
| -3% | -$9.18K | 0.01% | 886 |
|
|
2024
Q4 | $452K | Sell |
5,318
-491
| -8% | -$41.7K | 0.01% | 716 |
|
|
2024
Q3 | $390K | Sell |
5,809
-3,343
| -37% | -$224K | 0.01% | 804 |
|
|
2024
Q2 | $590K | Buy |
9,152
+248
| +3% | +$16K | 0.02% | 582 |
|
|
2024
Q1 | $753K | Buy |
8,904
+2,894
| +48% | +$245K | 0.03% | 504 |
|
|
2023
Q4 | $465K | Sell |
6,010
-1,544
| -20% | -$119K | 0.02% | 625 |
|
|
2023
Q3 | $334K | Buy |
7,554
+279
| +4% | +$12.3K | 0.02% | 685 |
|
|
2023
Q2 | $484K | Sell |
7,275
-208
| -3% | -$13.8K | 0.03% | 552 |
|
|
2023
Q1 | $514K | Buy |
7,483
+515
| +7% | +$35.4K | 0.03% | 489 |
|
|
2022
Q4 | $438K | Sell |
6,968
-426
| -6% | -$26.8K | 0.03% | 529 |
|
|
2022
Q3 | $407K | Buy |
7,394
+675
| +10% | +$37.2K | 0.03% | 518 |
|
|
2022
Q2 | $413K | Buy |
6,719
+53
| +0.8% | +$3.26K | 0.04% | 438 |
|
|
2022
Q1 | $904K | Sell |
6,666
-140
| -2% | -$19K | 0.07% | 274 |
|
|
2021
Q4 | $1.1M | Sell |
6,806
-345
| -5% | -$55.7K | 0.08% | 238 |
|
|
2021
Q3 | $1.72M | Buy |
7,151
+2,932
| +69% | +$703K | 0.14% | 147 |
|
|
2021
Q2 | $1.03M | Buy |
4,219
+277
| +7% | +$67.6K | 0.07% | 313 |
|
|
2021
Q1 | $895K | Buy |
3,942
+1,188
| +43% | +$270K | 0.06% | 291 |
|
|
2020
Q4 | $599K | Buy |
2,754
+1,129
| +69% | +$246K | 0.05% | 352 |
|
|
2020
Q3 | $264K | Buy |
+1,625
| New | +$264K | 0.03% | 520 |
|
|
2020
Q1 | – | Sell |
-4,518
| Closed | -$283K | – | 660 |
|
|
2019
Q4 | $283K | Sell |
4,518
-786
| -15% | -$49.2K | 0.03% | 463 |
|
|
2019
Q3 | $329K | Buy |
+5,304
| New | +$329K | 0.04% | 401 |
|
|
2018
Q2 | – | Sell |
-685
| Closed | -$33K | – | 1414 |
|
|
2018
Q1 | $33K | Hold |
685
| – | – | 0.01% | 816 |
|
|
2017
Q4 | $28K | Buy |
+685
| New | +$28K | 0.01% | 889 |
|