Meridian Wealth 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
Q1 | – | Sell |
-2,864
| Closed | -$243K | – | 181 |
|
|
2024
Q4 | $243K | Sell |
2,864
-675
| -19% | -$57.4K | 0.04% | 160 |
|
|
2024
Q3 | $238K | Hold |
3,539
| – | – | 0.04% | 163 |
|
|
2024
Q2 | $228K | Hold |
3,539
| – | – | 0.04% | 164 |
|
|
2024
Q1 | $299K | Hold |
3,539
| – | – | 0.06% | 147 |
|
|
2023
Q4 | $274K | Buy |
+3,539
| New | +$274K | 0.06% | 151 |
|
|
2023
Q3 | – | Sell |
-3,557
| Closed | -$237K | – | 189 |
|
|
2023
Q2 | $237K | Buy |
3,557
+18
| +0.5% | +$1.2K | 0.06% | 164 |
|
|
2023
Q1 | $243K | Sell |
3,539
-1,760
| -33% | -$121K | 0.06% | 165 |
|
|
2022
Q4 | $333K | Sell |
5,299
-1,760
| -25% | -$111K | 0.09% | 142 |
|
|
2022
Q3 | $388K | Sell |
7,059
-25
| -0.4% | -$1.37K | 0.11% | 130 |
|
|
2022
Q2 | $435K | Buy |
+7,084
| New | +$435K | 0.12% | 131 |
|