Investment House LLC’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 | $3.46M | Sell |
50,878
-17,640
| -26% | -$1.2M | 0.17% | 96 |
|
|
2025
Q1 | $3.72M | Buy |
68,518
+875
| +1% | +$47.5K | 0.21% | 86 |
|
|
2024
Q4 | $5.75M | Sell |
67,643
-140
| -0.2% | -$11.9K | 0.31% | 70 |
|
|
2024
Q3 | $4.55M | Sell |
67,783
-4,880
| -7% | -$328K | 0.25% | 82 |
|
|
2024
Q2 | $4.69M | Sell |
72,663
-22,748
| -24% | -$1.47M | 0.27% | 76 |
|
|
2024
Q1 | $8.07M | Buy |
95,411
+30,764
| +48% | +$2.6M | 0.47% | 56 |
|
|
2023
Q4 | $5M | Buy |
64,647
+30
| +0% | +$2.32K | 0.35% | 70 |
|
|
2023
Q3 | $2.86M | Sell |
64,617
-130
| -0.2% | -$5.75K | 0.23% | 81 |
|
|
2023
Q2 | $4.31M | Sell |
64,747
-50
| -0.1% | -$3.33K | 0.32% | 74 |
|
|
2023
Q1 | $4.45M | Sell |
64,797
-494
| -0.8% | -$33.9K | 0.37% | 67 |
|
|
2022
Q4 | $4.1M | Hold |
65,291
| – | – | 0.38% | 66 |
|
|
2022
Q3 | $3.59M | Buy |
65,291
+325
| +0.5% | +$17.9K | 0.34% | 67 |
|
|
2022
Q2 | $3.99M | Sell |
64,966
-235
| -0.4% | -$14.4K | 0.35% | 67 |
|
|
2022
Q1 | $8.84M | Sell |
65,201
-1,020
| -2% | -$138K | 0.64% | 45 |
|
|
2021
Q4 | $10.7M | Sell |
66,221
-515
| -0.8% | -$83.2K | 0.69% | 43 |
|
|
2021
Q3 | $16M | Sell |
66,736
-13,798
| -17% | -$3.31M | 1.17% | 21 |
|
|
2021
Q2 | $19.6M | Sell |
80,534
-220
| -0.3% | -$53.6K | 1.38% | 17 |
|
|
2021
Q1 | $18.3M | Sell |
80,754
-1,860
| -2% | -$422K | 1.42% | 17 |
|
|
2020
Q4 | $18M | Sell |
82,614
-260
| -0.3% | -$56.6K | 1.26% | 20 |
|
|
2020
Q3 | $13.5M | Sell |
82,874
-1,100
| -1% | -$179K | 1.06% | 23 |
|
|
2020
Q2 | $8.81M | Sell |
83,974
-750
| -0.9% | -$78.7K | 0.77% | 35 |
|
|
2020
Q1 | $4.44M | Sell |
84,724
-750
| -0.9% | -$39.3K | 0.5% | 56 |
|
|
2019
Q4 | $5.35M | Sell |
85,474
-2,198
| -3% | -$138K | 0.5% | 58 |
|
|
2019
Q3 | $5.43M | Buy |
87,672
+1,900
| +2% | +$118K | 0.55% | 55 |
|
|
2019
Q2 | $6.22M | Sell |
85,772
-1,581
| -2% | -$115K | 0.65% | 47 |
|
|
2019
Q1 | $6.54M | Sell |
87,353
-621
| -0.7% | -$46.5K | 0.71% | 44 |
|
|
2018
Q4 | $4.93M | Sell |
87,974
-490
| -0.6% | -$27.5K | 0.61% | 55 |
|
|
2018
Q3 | $8.76M | Buy |
88,464
+180
| +0.2% | +$17.8K | 0.93% | 32 |
|
|
2018
Q2 | $5.44M | Buy |
88,284
+528
| +0.6% | +$32.5K | 0.63% | 52 |
|
|
2018
Q1 | $4.32M | Sell |
87,756
-924
| -1% | -$45.5K | 0.53% | 57 |
|
|
2017
Q4 | $3.08M | Hold |
88,680
| – | – | 0.37% | 72 |
|
|
2017
Q3 | $2.56M | Hold |
88,680
| – | – | 0.33% | 79 |
|
|
2017
Q2 | $2.08M | Hold |
88,680
| – | – | 0.28% | 86 |
|
|
2017
Q1 | $1.53M | Sell |
88,680
-150
| -0.2% | -$2.59K | 0.22% | 97 |
|
|
2016
Q4 | $1.21M | Hold |
88,830
| – | – | 0.18% | 96 |
|
|
2016
Q3 | $1.04M | Sell |
88,830
-25
| -0% | -$292 | 0.16% | 104 |
|
|
2016
Q2 | $804K | Buy |
88,855
+73,695
| +486% | +$667K | 0.13% | 113 |
|
|
2016
Q1 | $232K | Buy |
+15,160
| New | +$232K | 0.04% | 172 |
|