Meridian Wealth Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $207K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $243K | Sell |
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|
2024
Q3 | $238K | Hold |
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|
2024
Q2 | $228K | Hold |
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|
2024
Q1 | $299K | Hold |
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|
2023
Q4 | $274K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $237K | Buy |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $333K | Sell |
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|
2022
Q3 | $388K | Sell |
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|
2022
Q2 | $435K | Buy |
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