MAI Capital Management’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
Q2 | $415K | Buy |
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|
2025
Q1 | $323K | Sell |
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|
2024
Q4 | $506K | Buy |
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|
2024
Q3 | $391K | Buy |
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|
2024
Q2 | $315K | Buy |
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|
2024
Q1 | $406K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $265K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $579K | Sell |
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|
2021
Q4 | $772K | Buy |
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|
2021
Q3 | $707K | Buy |
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|
2021
Q2 | $645K | Buy |
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|
2021
Q1 | $587K | Buy |
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|
2020
Q4 | $535K | Buy |
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|
2020
Q3 | $327K | Buy |
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