IFWM
XYZ
Institute for Wealth Management’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
21,166
-1,071
| -5% | -$72.8K | 0.16% | 131 |
|
|
2025
Q1 | $1.21M | Sell |
22,237
-39
| -0.2% | -$2.12K | 0.16% | 146 |
|
|
2024
Q4 | $1.89M | Sell |
22,276
-565
| -2% | -$48K | 0.24% | 91 |
|
|
2024
Q3 | $1.53M | Sell |
22,841
-297
| -1% | -$19.9K | 0.19% | 117 |
|
|
2024
Q2 | $1.49M | Buy |
23,138
+423
| +2% | +$27.3K | 0.2% | 114 |
|
|
2024
Q1 | $1.92M | Sell |
22,715
-361
| -2% | -$30.5K | 0.25% | 87 |
|
|
2023
Q4 | $1.78M | Buy |
23,076
+1,784
| +8% | +$138K | 0.29% | 81 |
|
|
2023
Q3 | $942K | Hold |
21,292
| – | – | 0.17% | 146 |
|
|
2023
Q2 | $1.42M | Buy |
21,292
+44
| +0.2% | +$2.93K | 0.24% | 100 |
|
|
2023
Q1 | $1.46M | Sell |
21,248
-888
| -4% | -$61K | 0.28% | 90 |
|
|
2022
Q4 | $1.39M | Sell |
22,136
-3,664
| -14% | -$230K | 0.29% | 92 |
|
|
2022
Q3 | $1.42M | Buy |
25,800
+585
| +2% | +$32.2K | 0.32% | 83 |
|
|
2022
Q2 | $1.55M | Buy |
25,215
+117
| +0.5% | +$7.19K | 0.3% | 84 |
|
|
2022
Q1 | $3.4M | Buy |
25,098
+6,268
| +33% | +$850K | 0.55% | 34 |
|
|
2021
Q4 | $3.04M | Buy |
18,830
+645
| +4% | +$104K | 0.5% | 43 |
|
|
2021
Q3 | $4.36M | Buy |
18,185
+96
| +0.5% | +$23K | 0.77% | 21 |
|
|
2021
Q2 | $4.41M | Buy |
18,089
+907
| +5% | +$221K | 0.77% | 23 |
|
|
2021
Q1 | $3.9M | Buy |
17,182
+263
| +2% | +$59.7K | 0.74% | 24 |
|
|
2020
Q4 | $3.68M | Sell |
16,919
-389
| -2% | -$84.7K | 0.73% | 25 |
|
|
2020
Q3 | $2.81M | Buy |
17,308
+864
| +5% | +$140K | 0.64% | 29 |
|
|
2020
Q2 | $1.73M | Buy |
16,444
+353
| +2% | +$37.1K | 0.42% | 49 |
|
|
2020
Q1 | $843K | Buy |
16,091
+3,566
| +28% | +$187K | 0.26% | 101 |
|
|
2019
Q4 | $784K | Sell |
12,525
-828
| -6% | -$51.8K | 0.18% | 165 |
|
|
2019
Q3 | $827K | Sell |
13,353
-597
| -4% | -$37K | 0.21% | 142 |
|
|
2019
Q2 | $1.01M | Sell |
13,950
-1,728
| -11% | -$125K | 0.22% | 133 |
|
|
2019
Q1 | $1.17M | Buy |
+15,678
| New | +$1.17M | 0.26% | 110 |
|