LBMC Investment Advisors’s Block Inc XYZ Stock Holding History

LBMC Investment Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$344K	Sell
2024 Q3	$305K	Hold
2024 Q2	$293K	Hold
2024 Q1	$384K	Buy