MBA 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
$352K Sell
5,179
-883
-15% -$60K 0.16% 99
2025
Q1
$329K Sell
6,062
-80
-1% -$4.35K 0.16% 102
2024
Q4
$522K Buy
+6,142
New +$522K 0.26% 77