Kathmere Capital 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
Q2 | $210K | Buy |
+3,096
| New | +$210K | 0.02% | 442 |
|
|
2025
Q1 | – | Sell |
-2,967
| Closed | -$252K | – | 458 |
|
|
2024
Q4 | $252K | Buy |
+2,967
| New | +$252K | 0.02% | 347 |
|
|
2024
Q2 | – | Sell |
-2,949
| Closed | -$249K | – | 361 |
|
|
2024
Q1 | $249K | Hold |
2,949
| – | – | 0.03% | 263 |
|
|
2023
Q4 | $228K | Buy |
+2,949
| New | +$228K | 0.03% | 255 |
|