Laird Norton Wetherby Wealth Management’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
+4,016
| New | +$273K | 0.01% | 760 |
|
|
2024
Q4 | $427K | Sell |
5,019
-1,764
| -26% | -$150K | 0.02% | 586 |
|
|
2024
Q3 | $455K | Sell |
6,783
-686
| -9% | -$46.1K | 0.02% | 591 |
|
|
2024
Q2 | $482K | Sell |
7,469
-351
| -4% | -$22.6K | 0.02% | 545 |
|
|
2024
Q1 | $661K | Buy |
7,820
+150
| +2% | +$12.7K | 0.03% | 470 |
|
|
2023
Q4 | $593K | Buy |
7,670
+2,241
| +41% | +$173K | 0.03% | 491 |
|
|
2023
Q3 | $240K | Sell |
5,429
-2,052
| -27% | -$90.8K | 0.01% | 753 |
|
|
2023
Q2 | $498K | Sell |
7,481
-2,085
| -22% | -$139K | 0.03% | 538 |
|
|
2023
Q1 | $657K | Buy |
9,566
+2,113
| +28% | +$145K | 0.04% | 440 |
|
|
2022
Q4 | $468K | Buy |
7,453
+644
| +9% | +$40.5K | 0.03% | 540 |
|
|
2022
Q3 | $375K | Buy |
6,809
+680
| +11% | +$37.5K | 0.03% | 580 |
|
|
2022
Q2 | $377K | Buy |
6,129
+346
| +6% | +$21.3K | 0.03% | 601 |
|
|
2022
Q1 | $784K | Buy |
5,783
+1,290
| +29% | +$175K | 0.04% | 375 |
|
|
2021
Q4 | $726K | Sell |
4,493
-573
| -11% | -$92.6K | 0.04% | 395 |
|
|
2021
Q3 | $1.22M | Buy |
5,066
+167
| +3% | +$40.1K | 0.08% | 250 |
|
|
2021
Q2 | $1.2M | Sell |
4,899
-2,626
| -35% | -$641K | 0.07% | 256 |
|
|
2021
Q1 | $1.71M | Sell |
7,525
-130
| -2% | -$29.5K | 0.13% | 157 |
|
|
2020
Q4 | $1.67M | Sell |
7,655
-3,340
| -30% | -$727K | 0.11% | 176 |
|
|
2020
Q3 | $1.79M | Sell |
10,995
-2,484
| -18% | -$404K | 0.16% | 125 |
|
|
2020
Q2 | $1.42M | Buy |
13,479
+2,855
| +27% | +$300K | 0.13% | 146 |
|
|
2020
Q1 | $557K | Buy |
10,624
+3,993
| +60% | +$209K | 0.06% | 294 |
|
|
2019
Q4 | $415K | Sell |
6,631
-6,096
| -48% | -$382K | 0.04% | 445 |
|
|
2019
Q3 | $789K | Buy |
12,727
+90
| +0.7% | +$5.58K | 0.08% | 260 |
|
|
2019
Q2 | $917K | Buy |
12,637
+4,664
| +58% | +$338K | 0.1% | 218 |
|
|
2019
Q1 | $598K | Buy |
+7,973
| New | +$598K | 0.07% | 319 |
|