Johnson & White Wealth Management’s Block Inc XYZ Stock Holding History

Johnson & White 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 Q1	–	Sell	-2,549	Closed	-$221K	–	102
2024 Q4	$221K	Buy	+2,549	New	+$209K	0.13%	92
2024 Q2	–	Sell	-3,022	Closed	-$256K	–	91
2024 Q1	$256K	Buy	+3,022	New	+$219K	0.19%	72
2023 Q2	–	Sell	-3,130	Closed	-$215K	–	75
2023 Q1	$215K	Sell	3,130 -16,190	-84%	-$1.21M	0.19%	73
2022 Q4	$1.67M	Buy	+19,320	New	+$1.19M	1.68%	18

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Johnson & White Wealth Management's XYZ Position: Q1 2025 in Review

Johnson & White Wealth Management sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 2,549 shares — an estimated $221K sold.

Johnson & White Wealth Management first reported a position in XYZ in Q4 2022 and held it in 4 quarters. The position peaked at $1.67M in Q4 2022. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

Johnson & White Wealth Management reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
Johnson & White Wealth Management sold 2,549 Block Inc shares in Q1 2025, an estimated $221K.
Johnson & White Wealth Management first reported a position in Block Inc in Q4 2022 and held it in 4 quarters.
Johnson & White Wealth Management's Block Inc position peaked at $1.67M in Q4 2022.
1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Johnson & White Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.