Key Client Fiduciary Advisors’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
Q3 | $568K | Sell |
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|
2025
Q2 | $547K | Sell |
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|
2025
Q1 | $453K | Buy |
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|
2024
Q4 | $709K | Buy |
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|
2024
Q3 | $552K | Sell |
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|
2024
Q2 | $541K | Buy |
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|
2024
Q1 | $645K | Buy |
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|
2023
Q4 | $581K | Buy |
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|
2023
Q3 | $333K | Sell |
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|
2023
Q2 | $528K | Buy |
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|
2023
Q1 | $543K | Sell |
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|
2022
Q4 | $502K | Sell |
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|
2022
Q3 | $516K | Buy |
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|
2022
Q2 | $565K | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $645K | Buy |
|