Kingsview 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
Q1 | – | Sell |
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|
2024
Q4 | $628K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $224K | Sell |
|
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|
2024
Q1 | $306K | Sell |
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|
2023
Q4 | $832K | Buy |
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|
2023
Q3 | $206K | Buy |
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|
2023
Q2 | $306K | Sell |
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|
2023
Q1 | $567K | Buy |
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|
2022
Q4 | $426K | Sell |
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|
2022
Q3 | $394K | Sell |
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|
2022
Q2 | $516K | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.61M | Buy |
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|
2021
Q2 | $1.59M | Sell |
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|
2021
Q1 | $2.6M | Buy |
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|
2020
Q4 | $953K | Buy |
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|
2020
Q3 | $592K | Buy |
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|
2020
Q2 | $380K | Sell |
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|
2020
Q1 | $244K | Sell |
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|
2019
Q4 | $293K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $43K | Buy |
|