Meeder Advisory Services’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 | $269K | Sell |
3,960
-1,944
| -33% | -$132K | 0.01% | 507 |
|
|
2025
Q1 | $321K | Sell |
5,904
-1,759
| -23% | -$95.6K | 0.02% | 444 |
|
|
2024
Q4 | $651K | Buy |
7,663
+666
| +10% | +$56.6K | 0.04% | 300 |
|
|
2024
Q3 | $470K | Sell |
6,997
-269
| -4% | -$18.1K | 0.03% | 355 |
|
|
2024
Q2 | $469K | Buy |
7,266
+2,363
| +48% | +$152K | 0.03% | 327 |
|
|
2024
Q1 | $415K | Buy |
4,903
+762
| +18% | +$64.5K | 0.04% | 304 |
|
|
2023
Q4 | $320K | Sell |
4,141
-740
| -15% | -$57.2K | 0.04% | 327 |
|
|
2023
Q3 | $216K | Sell |
4,881
-3,119
| -39% | -$138K | 0.03% | 376 |
|
|
2023
Q2 | $533K | Sell |
8,000
-241
| -3% | -$16K | 0.06% | 272 |
|
|
2023
Q1 | $566K | Buy |
8,241
+3,943
| +92% | +$271K | 0.07% | 254 |
|
|
2022
Q4 | $270K | Buy |
+4,298
| New | +$270K | 0.03% | 351 |
|