Institute for 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
Q3 | $1.43M | Sell |
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|
2025
Q2 | $1.44M | Sell |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.89M | Sell |
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|
2024
Q3 | $1.53M | Sell |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.92M | Sell |
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|
2023
Q4 | $1.78M | Buy |
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|
2023
Q3 | $942K | Hold |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.46M | Sell |
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|
2022
Q4 | $1.39M | Sell |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $1.55M | Buy |
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|
2022
Q1 | $3.4M | Buy |
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|
2021
Q4 | $3.04M | Buy |
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|
2021
Q3 | $4.36M | Buy |
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|
2021
Q2 | $4.41M | Buy |
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|
2021
Q1 | $3.9M | Buy |
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|
2020
Q4 | $3.68M | Sell |
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|
2020
Q3 | $2.81M | Buy |
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|
2020
Q2 | $1.73M | Buy |
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|
2020
Q1 | $843K | Buy |
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|
2019
Q4 | $784K | Sell |
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|
2019
Q3 | $827K | Sell |
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|
2019
Q2 | $1.01M | Sell |
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|
2019
Q1 | $1.17M | Buy |
|