McGuire Investment Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32,497
| Closed | -$2.76M | – | 113 |
|
|
2024
Q4 | $2.76M | Buy |
32,497
+6
| +0% | +$510 | 0.4% | 51 |
|
|
2024
Q3 | $2.18M | Sell |
32,491
-680
| -2% | -$45.6K | 0.31% | 57 |
|
|
2024
Q2 | $2.14M | Sell |
33,171
-833
| -2% | -$53.7K | 0.31% | 57 |
|
|
2024
Q1 | $2.88M | Sell |
34,004
-276
| -0.8% | -$23.3K | 0.42% | 54 |
|
|
2023
Q4 | $2.65M | Sell |
34,280
-61
| -0.2% | -$4.72K | 0.44% | 52 |
|
|
2023
Q3 | $1.52M | Buy |
34,341
+8,030
| +31% | +$355K | 0.29% | 58 |
|
|
2023
Q2 | $1.75M | Buy |
26,311
+592
| +2% | +$39.4K | 0.33% | 55 |
|
|
2023
Q1 | $1.77M | Buy |
25,719
+13,153
| +105% | +$903K | 0.35% | 54 |
|
|
2022
Q4 | $790K | Buy |
12,566
+6,359
| +102% | +$400K | 0.17% | 70 |
|
|
2022
Q3 | $341K | Buy |
6,207
+811
| +15% | +$44.6K | 0.08% | 86 |
|
|
2022
Q2 | $332K | Hold |
5,396
| – | – | 0.07% | 88 |
|
|
2022
Q1 | $732K | Buy |
5,396
+386
| +8% | +$52.4K | 0.13% | 67 |
|
|
2021
Q4 | $809K | Buy |
5,010
+172
| +4% | +$27.8K | 0.13% | 67 |
|
|
2021
Q3 | $1.16M | Buy |
4,838
+110
| +2% | +$26.4K | 0.22% | 55 |
|
|
2021
Q2 | $1.15M | Buy |
4,728
+398
| +9% | +$97.1K | 0.22% | 56 |
|
|
2021
Q1 | $983K | Buy |
4,330
+250
| +6% | +$56.8K | 0.21% | 54 |
|
|
2020
Q4 | $888K | Hold |
4,080
| – | – | 0.22% | 51 |
|
|
2020
Q3 | $663K | Hold |
4,080
| – | – | 0.2% | 56 |
|
|
2020
Q2 | $428K | Sell |
4,080
-460
| -10% | -$48.3K | 0.15% | 59 |
|
|
2020
Q1 | $238K | Sell |
4,540
-375
| -8% | -$19.7K | 0.1% | 72 |
|
|
2019
Q4 | $307K | Hold |
4,915
| – | – | 0.09% | 80 |
|
|
2019
Q3 | $304K | Buy |
4,915
+260
| +6% | +$16.1K | 0.1% | 82 |
|
|
2019
Q2 | $338K | Hold |
4,655
| – | – | 0.11% | 76 |
|
|
2019
Q1 | $349K | Buy |
4,655
+200
| +4% | +$15K | 0.11% | 76 |
|
|
2018
Q4 | $250K | Sell |
4,455
-30
| -0.7% | -$1.68K | 0.09% | 80 |
|
|
2018
Q3 | $444K | Buy |
+4,485
| New | +$444K | 0.15% | 72 |
|