Meeder Asset Management’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 | $25.4K | Buy |
374
+16
| +4% | +$1.09K | ﹤0.01% | 475 |
|
2025
Q1 | $19.5K | Sell |
358
-79,175
| -100% | -$4.3M | ﹤0.01% | 545 |
|
2024
Q4 | $6.76M | Buy |
79,533
+44,669
| +128% | +$3.8M | 0.47% | 40 |
|
2024
Q3 | $2.34M | Sell |
34,864
-5,244
| -13% | -$352K | 0.16% | 96 |
|
2024
Q2 | $2.59M | Buy |
40,108
+40,018
| +44,464% | +$2.58M | 0.18% | 86 |
|
2024
Q1 | $7.61K | Buy |
+90
| New | +$7.61K | ﹤0.01% | 580 |
|
2023
Q1 | – | Sell |
-4,101
| Closed | -$258K | – | 846 |
|
2022
Q4 | $258K | Buy |
4,101
+3,918
| +2,141% | +$246K | 0.02% | 340 |
|
2022
Q3 | $10K | Sell |
183
-428
| -70% | -$23.4K | ﹤0.01% | 1336 |
|
2022
Q2 | $38K | Sell |
611
-92
| -13% | -$5.72K | ﹤0.01% | 936 |
|
2022
Q1 | $95K | Sell |
703
-221
| -24% | -$29.9K | ﹤0.01% | 803 |
|
2021
Q4 | $149K | Buy |
924
+65
| +8% | +$10.5K | 0.02% | 358 |
|
2021
Q3 | $206K | Buy |
859
+4
| +0.5% | +$959 | 0.01% | 709 |
|
2021
Q2 | $208K | Buy |
855
+226
| +36% | +$55K | 0.01% | 716 |
|
2021
Q1 | $143K | Buy |
629
+64
| +11% | +$14.6K | 0.01% | 818 |
|
2020
Q4 | $123K | Sell |
565
-8,032
| -93% | -$1.75M | 0.03% | 385 |
|
2020
Q3 | $1.4M | Buy |
8,597
+8,212
| +2,133% | +$1.33M | 0.09% | 186 |
|
2020
Q2 | $40K | Buy |
385
+70
| +22% | +$7.27K | ﹤0.01% | 974 |
|
2020
Q1 | $16K | Buy |
315
+193
| +158% | +$9.8K | ﹤0.01% | 1339 |
|
2019
Q4 | $8K | Sell |
122
-40
| -25% | -$2.62K | ﹤0.01% | 1649 |
|
2019
Q3 | $10K | Buy |
162
+2
| +1% | +$123 | ﹤0.01% | 1551 |
|
2019
Q2 | $12K | Buy |
+160
| New | +$12K | ﹤0.01% | 1413 |
|