Johnson Financial Group Inc (Wisconsin)’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.3K | Buy |
+1,049
| New | +$71.3K | ﹤0.01% | 416 |
|
|
2025
Q1 | – | Sell |
-1,443
| Closed | -$131K | – | 969 |
|
|
2024
Q4 | $131K | Sell |
1,443
-66
| -4% | -$5.99K | 0.01% | 341 |
|
|
2024
Q3 | $101K | Buy |
+1,509
| New | +$101K | ﹤0.01% | 447 |
|
|
2024
Q2 | – | Sell |
-774
| Closed | -$65.5K | – | 977 |
|
|
2024
Q1 | $65.5K | Buy |
+774
| New | +$65.5K | ﹤0.01% | 401 |
|
|
2023
Q1 | – | Sell |
-20
| Closed | -$1.26K | – | 723 |
|
|
2022
Q4 | $1.26K | Sell |
20
-25
| -56% | -$1.57K | ﹤0.01% | 589 |
|
|
2022
Q3 | $2K | Buy |
45
+41
| +1,025% | +$1.82K | ﹤0.01% | 596 |
|
|
2022
Q2 | $0 | Buy |
+4
| New | – | ﹤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 | +$28K | ﹤0.01% | 357 |
|