Jamison Private Wealth Management’s Block Inc XYZ Stock Holding History

Jamison Private Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$537K	Sell
2025 Q2	$526K	Sell
2025 Q1	$433K	Sell
2024 Q4	$715K	Sell
2024 Q3	$595K	Sell
2024 Q2	$579K	Buy
2024 Q1	$745K	Buy
2023 Q4	$674K	Sell
2023 Q3	$406K	Buy