Merit Financial Group’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 | $312K | Buy |
+4,592
| New | +$312K | ﹤0.01% | 1317 |
|
|
2025
Q1 | – | Sell |
-3,188
| Closed | -$271K | – | 1449 |
|
|
2024
Q4 | $271K | Buy |
+3,188
| New | +$271K | ﹤0.01% | 966 |
|
|
2024
Q2 | – | Sell |
-2,957
| Closed | -$205K | – | 944 |
|
|
2024
Q1 | $205K | Buy |
+2,957
| New | +$205K | ﹤0.01% | 812 |
|
|
2023
Q3 | – | Sell |
-3,680
| Closed | -$245K | – | 788 |
|
|
2023
Q2 | $245K | Buy |
+3,680
| New | +$245K | 0.01% | 644 |
|
|
2021
Q4 | – | Sell |
-926
| Closed | -$222K | – | 290 |
|
|
2021
Q3 | $222K | Hold |
926
| – | – | 0.02% | 248 |
|
|
2021
Q2 | $226K | Buy |
+926
| New | +$226K | 0.02% | 242 |
|