J. Goldman & Co’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 | – | Hold |
0
| – | – | – | 510 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 513 |
|
|
2024
Q4 | – | Sell |
-20,249
| Closed | -$1.36M | – | 509 |
|
|
2024
Q3 | $1.36M | Buy |
+20,249
| New | +$1.36M | 0.04% | 180 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 476 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 415 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 369 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 384 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 397 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 402 |
|
|
2022
Q2 | – | Sell |
-1,860
| Closed | -$252K | – | 381 |
|
|
2022
Q1 | $252K | Buy |
+1,860
| New | +$252K | 0.01% | 226 |
|
|
2021
Q2 | – | Sell |
-1,098
| Closed | -$249K | – | 434 |
|
|
2021
Q1 | $249K | Buy |
+1,098
| New | +$249K | 0.01% | 297 |
|
|
2020
Q3 | – | Sell |
-3,489
| Closed | -$366K | – | 314 |
|
|
2020
Q2 | $366K | Buy |
+3,489
| New | +$366K | 0.02% | 171 |
|
|
2020
Q1 | – | Sell |
-162,924
| Closed | -$10.2M | – | 277 |
|
|
2019
Q4 | $10.2M | Buy |
162,924
+133,875
| +461% | +$8.38M | 0.73% | 29 |
|
|
2019
Q3 | $1.8M | Buy |
+29,049
| New | +$1.8M | 0.14% | 94 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 249 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 234 |
|
|
2018
Q3 | – | Sell |
-7,120
| Closed | -$439K | – | 284 |
|
|
2018
Q2 | $439K | Buy |
+7,120
| New | +$439K | 0.02% | 183 |
|
|
2016
Q4 | – | Sell |
-166,200
| Closed | -$1.94M | – | 297 |
|
|
2016
Q3 | $1.94M | Buy |
+166,200
| New | +$1.94M | 0.11% | 108 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 298 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 277 |
|