J. Safra Sarasin Holding’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-39,501
Closed -$2.65M 512
2024
Q3
$2.65M Sell
39,501
-1,237
-3% -$83K 0.05% 187
2024
Q2
$2.63M Buy
+40,738
New +$2.63M 0.05% 194