Mackenzie Financial’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$38.4M Buy
637,721
+351,609
+123% +$21.4M 0.05% 301
2025
Q4
$18.7M Buy
286,112
+48,481
+20% +$3.34M 0.02% 389
2025
Q3
$17.2M Buy
237,631
+194,887
+456% +$14.6M 0.02% 405
2025
Q2
$2.9M Buy
42,744
+2,389
+6% +$139K ﹤0.01% 702
2025
Q1
$2.19M Sell
40,355
-13,713
-25% -$1.02M ﹤0.01% 756
2024
Q4
$4.6M Sell
54,068
-38,892
-42% -$3.19M 0.01% 588
2024
Q3
$6.24M Sell
92,960
-10,868
-10% -$702K 0.01% 514
2024
Q2
$6.7M Sell
103,828
-5,669
-5% -$397K 0.01% 494
2024
Q1
$9.26M Sell
109,497
-30,150
-22% -$2.18M 0.01% 458
2023
Q4
$10.8M Buy
139,647
+64,337
+85% +$3.64M 0.02% 421
2023
Q3
$3.16M Buy
75,310
+47,774
+173% +$2.96M 0.01% 627
2023
Q2
$1.82M Sell
27,536
-3,076
-10% -$192K ﹤0.01% 741
2023
Q1
$2.1M Sell
30,612
-2,821
-8% -$211K ﹤0.01% 730
2022
Q4
$2.1M Buy
33,433
+4,367
+15% +$269K ﹤0.01% 670
2022
Q3
$1.6M Sell
29,066
-10,573
-27% -$749K ﹤0.01% 742
2022
Q2
$2.44M Buy
39,639
+13,970
+54% +$1.28M ﹤0.01% 678
2022
Q1
$3.48M Buy
25,669
+709
+3% +$85.8K ﹤0.01% 648
2021
Q4
$4.03M Buy
24,960
+1,479
+6% +$320K 0.01% 625
2021
Q3
$5.63M Buy
23,481
+6,822
+41% +$1.75M 0.01% 550
2021
Q2
$4.06M Sell
16,659
-468
-3% -$109K 0.01% 595
2021
Q1
$3.89M Buy
17,127
+1,414
+9% +$331K 0.01% 575
2020
Q4
$3.42M Buy
15,713
+14
+0.1% +$2.73K 0.01% 512
2020
Q3
$2.55M Buy
15,699
+4,754
+43% +$671K 0.01% 514
2020
Q2
$1.15M Buy
10,945
+5,068
+86% +$388K ﹤0.01% 653
2020
Q1
$308K Buy
5,877
+1,134
+24% +$77.6K ﹤0.01% 899
2019
Q4
$297K Buy
+4,743
New +$303K ﹤0.01% 954
2019
Q1
Sell
-19,301
Closed -$1.08M 1336
2018
Q4
$1.08M Sell
19,301
-41,769
-68% -$2.95M ﹤0.01% 799
2018
Q3
$6.05M Sell
61,070
-7,759
-11% -$598K 0.01% 453
2018
Q2
$4.24M Sell
68,829
-734
-1% -$40.4K 0.01% 486
2018
Q1
$3.42M Buy
69,563
+61,469
+759% +$2.82M 0.01% 494
2017
Q4
$281K Buy
+8,094
New +$296K ﹤0.01% 761

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