Insigneo Advisory Services’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 | $777K | Buy |
11,433
+945
| +9% | +$64.2K | 0.07% | 231 |
|
|
2025
Q1 | $570K | Buy |
10,488
+647
| +7% | +$35.2K | 0.06% | 267 |
|
|
2024
Q4 | $836K | Sell |
9,841
-233
| -2% | -$19.8K | 0.09% | 184 |
|
|
2024
Q3 | $676K | Buy |
10,074
+164
| +2% | +$11K | 0.07% | 249 |
|
|
2024
Q2 | $567K | Sell |
9,910
-3,487
| -26% | -$199K | 0.06% | 262 |
|
|
2024
Q1 | $1.13M | Sell |
13,397
-3,854
| -22% | -$326K | 0.13% | 146 |
|
|
2023
Q4 | $1.33M | Buy |
17,251
+2,253
| +15% | +$174K | 0.19% | 113 |
|
|
2023
Q3 | $664K | Buy |
14,998
+2,557
| +21% | +$113K | 0.14% | 152 |
|
|
2023
Q2 | $828K | Buy |
12,441
+3,729
| +43% | +$248K | 0.16% | 134 |
|
|
2023
Q1 | $598K | Buy |
8,712
+674
| +8% | +$46.3K | 0.19% | 108 |
|
|
2022
Q4 | $505K | Buy |
+8,038
| New | +$505K | 0.19% | 116 |
|