Koss-Olinger Consulting’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
$994K Hold
14,631
0.08% 123
2025
Q1
$795K Sell
14,631
-37
-0.3% -$2.01K 0.07% 135
2024
Q4
$1.25M Buy
+14,668
New +$1.25M 0.11% 88
2024
Q1
Sell
-5,358
Closed -$414K 332
2023
Q4
$414K Buy
+5,358
New +$414K 0.04% 177