Martin Capital Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
31,992
-500
| -2% | -$34K | 1.41% | 22 |
|
|
2025
Q1 | $1.77M | Sell |
32,492
-900
| -3% | -$48.9K | 1.26% | 24 |
|
|
2024
Q4 | $2.84M | Hold |
33,392
| – | – | 1.83% | 13 |
|
|
2024
Q3 | $2.24M | Buy |
33,392
+285
| +0.9% | +$19.1K | 1.6% | 16 |
|
|
2024
Q2 | $2.14M | Sell |
33,107
-183
| -0.5% | -$11.8K | 1.6% | 18 |
|
|
2024
Q1 | $2.82M | Hold |
33,290
| – | – | 2.21% | 13 |
|
|
2023
Q4 | $2.57M | Sell |
33,290
-143
| -0.4% | -$11.1K | 2.17% | 11 |
|
|
2023
Q3 | $1.48M | Buy |
33,433
+1,065
| +3% | +$47.1K | 1.44% | 23 |
|
|
2023
Q2 | $2.15M | Buy |
32,368
+285
| +0.9% | +$19K | 1.97% | 13 |
|
|
2023
Q1 | $2.2M | Sell |
32,083
-1,560
| -5% | -$107K | 2.28% | 10 |
|
|
2022
Q4 | $2.11M | Buy |
33,643
+7,655
| +29% | +$481K | 2.36% | 11 |
|
|
2022
Q3 | $1.43M | Sell |
25,988
-14,878
| -36% | -$818K | 2.1% | 13 |
|
|
2022
Q2 | $2.51M | Hold |
40,866
| – | – | 2.22% | 12 |
|
|
2022
Q1 | $5.54M | Buy |
40,866
+120
| +0.3% | +$16.3K | 3.8% | 4 |
|
|
2021
Q4 | $6.58M | Buy |
+40,746
| New | +$6.58M | 4.07% | 4 |
|