Keudell/Morrison Wealth Management’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
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|
2025
Q1 | $317K | Buy |
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|
2024
Q4 | $449K | Hold |
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|
2024
Q3 | $355K | Hold |
|
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|
2024
Q2 | $341K | Hold |
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|
2024
Q1 | $447K | Hold |
|
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|
2023
Q4 | $409K | Sell |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $358K | Buy |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $285K | Sell |
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|
2022
Q3 | $264K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $380K | Buy |
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|
2021
Q4 | $386K | Buy |
|