Maxi Investments CY’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
Sell
2025
Q1
$2.67M Buy
2024
Q4
$357K Buy
2024
Q2
Sell
2024
Q1
$2.09M Hold
2023
Q4
$1.92M Hold
2023
Q3
$1.1M Hold
2023
Q2
$1.65M Hold
2023
Q1
$1.7M Hold
2022
Q4
$1.56M Hold
2022
Q3
$1.36M Hold
2022
Q2
$1.52M Hold
2022
Q1
$3.36M Buy
2021
Q4
$3.26M Buy