Mercer Global 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 | $3.43M | Sell |
50,454
-1,839
| -4% | -$125K | 0.01% | 667 |
|
|
2025
Q1 | $2.84M | Sell |
52,293
-5,831
| -10% | -$317K | 0.01% | 722 |
|
|
2024
Q4 | $4.94M | Sell |
58,124
-4,301
| -7% | -$366K | 0.01% | 541 |
|
|
2024
Q3 | $4.12M | Buy |
62,425
+4,478
| +8% | +$295K | 0.01% | 550 |
|
|
2024
Q2 | $3.74M | Buy |
57,947
+1,603
| +3% | +$103K | 0.01% | 531 |
|
|
2024
Q1 | $4.77M | Buy |
56,344
+1,725
| +3% | +$146K | 0.01% | 472 |
|
|
2023
Q4 | $4.23M | Buy |
54,619
+28,228
| +107% | +$2.18M | 0.01% | 516 |
|
|
2023
Q3 | $1.17M | Sell |
26,391
-43,304
| -62% | -$1.92M | ﹤0.01% | 883 |
|
|
2023
Q2 | $4.64M | Buy |
69,695
+52,017
| +294% | +$3.46M | 0.02% | 471 |
|
|
2023
Q1 | $1.21M | Buy |
17,678
+365
| +2% | +$25.1K | 0.01% | 843 |
|
|
2022
Q4 | $1.09M | Buy |
17,313
+466
| +3% | +$29.3K | 0.01% | 883 |
|
|
2022
Q3 | $926K | Sell |
16,847
-1,112
| -6% | -$61.1K | 0.01% | 873 |
|
|
2022
Q2 | $1.1M | Sell |
17,959
-1,217
| -6% | -$74.7K | 0.01% | 806 |
|
|
2022
Q1 | $2.6M | Buy |
19,176
+814
| +4% | +$110K | 0.02% | 572 |
|
|
2021
Q4 | $2.97M | Buy |
18,362
+4,258
| +30% | +$688K | 0.02% | 503 |
|
|
2021
Q3 | $3.38M | Buy |
14,104
+3,279
| +30% | +$787K | 0.02% | 455 |
|
|
2021
Q2 | $2.64M | Sell |
10,825
-356
| -3% | -$86.8K | 0.02% | 485 |
|
|
2021
Q1 | $2.54M | Buy |
11,181
+134
| +1% | +$30.4K | 0.02% | 456 |
|
|
2020
Q4 | $2.41M | Buy |
11,047
+3,373
| +44% | +$734K | 0.03% | 377 |
|
|
2020
Q3 | $1.25M | Buy |
7,674
+703
| +10% | +$114K | 0.02% | 506 |
|
|
2020
Q2 | $732K | Sell |
6,971
-1,902
| -21% | -$200K | 0.01% | 560 |
|
|
2020
Q1 | $465K | Buy |
8,873
+1,358
| +18% | +$71.2K | 0.01% | 675 |
|
|
2019
Q4 | $470K | Buy |
7,515
+1,785
| +31% | +$112K | 0.01% | 757 |
|
|
2019
Q3 | $354K | Buy |
5,730
+1,632
| +40% | +$101K | 0.01% | 833 |
|
|
2019
Q2 | $297K | Sell |
4,098
-567
| -12% | -$41.1K | 0.01% | 882 |
|
|
2019
Q1 | $350K | Buy |
+4,665
| New | +$350K | 0.01% | 766 |
|