Kozak & Associates’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 | $5.01K | Hold |
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|
2025
Q2 | $5.87K | Hold |
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|
2025
Q1 | $4.65K | Sell |
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|
2024
Q4 | $215K | Hold |
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|
2024
Q3 | $171K | Hold |
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|
2024
Q2 | $150K | Hold |
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|
2024
Q1 | $167K | Hold |
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|
2023
Q4 | $152K | Hold |
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|
2023
Q3 | $102K | Buy |
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|
2023
Q2 | $149K | Hold |
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|
2023
Q1 | $154K | Hold |
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|
2022
Q4 | $141K | Hold |
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|
2022
Q3 | $120K | Sell |
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|
2022
Q2 | $222K | Hold |
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|
2022
Q1 | $393K | Hold |
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|
2021
Q4 | $393K | Buy |
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|
2021
Q3 | $739K | Buy |
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|
2020
Q4 | $604K | Buy |
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