Johnson Financial Group Inc (Wisconsin)’s Block Inc XYZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-36	Closed	-$2.34K	–	988
2025 Q4	$2.34K	Sell	36 -1,066	-97%	-$73.5K	﹤0.01%	793
2025 Q3	$79.6K	Buy	1,102 +53	+5%	+$3.97K	﹤0.01%	490
2025 Q2	$71.3K	Buy	+1,049	New	+$61K	﹤0.01%	416
2025 Q1	–	Sell	-1,443	Closed	-$131K	–	969
2024 Q4	$131K	Sell	1,443 -66	-4%	-$5.41K	0.01%	341
2024 Q3	$101K	Buy	+1,509	New	+$97.5K	﹤0.01%	447
2024 Q2	–	Sell	-774	Closed	-$65.5K	–	977
2024 Q1	$65.5K	Buy	+774	New	+$56K	﹤0.01%	401
2023 Q1	–	Sell	-20	Closed	-$1.26K	–	723
2022 Q4	$1.26K	Sell	20 -25	-56%	-$1.54K	﹤0.01%	589
2022 Q3	$2K	Buy	45 +41	+1,025%	+$2.9K	﹤0.01%	597
2022 Q2	$0	Buy	+4	New	+$365	﹤0.01%	758
2020 Q1	–	Sell	-500	Closed	-$31K	–	525
2019 Q4	$31K	Hold	500	–	–	﹤0.01%	346
2019 Q3	$31K	Hold	500	–	–	﹤0.01%	374
2019 Q2	$36K	Hold	500	–	–	﹤0.01%	352
2019 Q1	$37K	Hold	500	–	–	﹤0.01%	341
2018 Q4	$28K	Buy	+500	New	+$35.3K	﹤0.01%	357