IronBridge Private Wealth’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$4.25M Buy
78,163
+42,687
+120% +$2.32M 1.67% 21
2024
Q4
$3.02M Buy
+35,476
New +$3.02M 1.11% 25