Mather Group’s Block Inc XYZ Stock Holding History

Mather Group’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 Q3	$39.7K	Buy
2025 Q2	–	Sell
2025 Q1	$23.2K	Sell
2024 Q4	$37.1K	Buy
2024 Q3	$27K	Sell
2024 Q2	$142K	Buy
2024 Q1	$34.9K	Buy
2022 Q2	–	Sell
2022 Q1	$204K	Sell
2021 Q4	$346K	Buy