JPWM
XYZ
Jamison Private Wealth Management’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Sell |
7,737
-232
| -3% | -$15.8K | 0.08% | 142 |
|
|
2025
Q1 | $433K | Sell |
7,969
-439
| -5% | -$23.9K | 0.07% | 150 |
|
|
2024
Q4 | $715K | Sell |
8,408
-457
| -5% | -$38.8K | 0.11% | 117 |
|
|
2024
Q3 | $595K | Sell |
8,865
-108
| -1% | -$7.25K | 0.09% | 132 |
|
|
2024
Q2 | $579K | Buy |
8,973
+165
| +2% | +$10.6K | 0.1% | 125 |
|
|
2024
Q1 | $745K | Buy |
8,808
+92
| +1% | +$7.78K | 0.13% | 110 |
|
|
2023
Q4 | $674K | Sell |
8,716
-466
| -5% | -$36K | 0.13% | 112 |
|
|
2023
Q3 | $406K | Buy |
+9,182
| New | +$406K | 0.08% | 133 |
|