Johnson & White Wealth Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,549
| Closed | -$221K | – | 102 |
|
|
2024
Q4 | $221K | Buy |
+2,549
| New | +$221K | 0.13% | 92 |
|
|
2024
Q2 | – | Sell |
-3,022
| Closed | -$256K | – | 91 |
|
|
2024
Q1 | $256K | Buy |
+3,022
| New | +$256K | 0.19% | 72 |
|
|
2023
Q2 | – | Sell |
-3,130
| Closed | -$215K | – | 75 |
|
|
2023
Q1 | $215K | Sell |
3,130
-16,190
| -84% | -$1.11M | 0.19% | 73 |
|
|
2022
Q4 | $1.67M | Buy |
+19,320
| New | +$1.67M | 1.68% | 18 |
|