J. Safra Asset Management’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
Sell
-2,174
Closed -$190K 375
2024
Q4
$190K Buy
+2,174
New +$190K 0.02% 131
2024
Q2
Sell
-150
Closed -$12.7K 283
2024
Q1
$12.7K Buy
+150
New +$12.7K ﹤0.01% 131