Integrated Wealth Concepts’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 | $556K | Sell |
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|
2025
Q1 | $662K | Sell |
|
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|
2024
Q4 | $1.21M | Sell |
|
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|
2024
Q3 | $1.07M | Sell |
|
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|
2024
Q2 | $1.06M | Sell |
|
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $1.62M | Buy |
|
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|
2023
Q3 | $912K | Buy |
|
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|
2023
Q2 | $1.35M | Buy |
|
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|
2023
Q1 | $1.01M | Buy |
|
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|
2022
Q4 | $497K | Sell |
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|
2022
Q3 | $447K | Sell |
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|
2022
Q2 | $536K | Buy |
|
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|
2022
Q1 | $1.15M | Buy |
|
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|
2021
Q4 | $1.29M | Sell |
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|
2021
Q3 | $2.03M | Buy |
|
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|
2021
Q2 | $1.12M | Buy |
|
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|
2021
Q1 | $988K | Buy |
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|
2020
Q4 | $653K | Sell |
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|
2020
Q3 | $509K | Buy |
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|
2020
Q2 | $322K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $234K | Sell |
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|
2019
Q3 | $241K | Sell |
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|
2019
Q2 | $285K | Buy |
|