Magnus Financial Group’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
Q1
Sell
2024
Q4
$217K Buy
2024
Q2
Sell
2024
Q1
$220K Sell
2023
Q4
$202K Buy
2023
Q3
Sell
2023
Q2
$206K Sell
2023
Q1
$280K Buy
2022
Q4
$256K Buy
2022
Q3
$216K Buy
2022
Q2
Sell
2022
Q1
$265K Buy
2021
Q4
$217K Sell
2021
Q3
$481K Buy
2021
Q2
$455K Buy
2021
Q1
$347K Buy
2020
Q4
$288K Buy
2020
Q3
$214K Buy