Moneta Group Investment 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
Q2 | $204K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $214K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $235K | Sell |
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|
2023
Q4 | $284K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $218K | Sell |
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|
2023
Q1 | $266K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $493K | Buy |
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|
2021
Q4 | $521K | Buy |
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|
2021
Q3 | $765K | Buy |
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|
2021
Q2 | $659K | Buy |
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|
2021
Q1 | $606K | Buy |
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|
2020
Q4 | $273K | Sell |
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|
2020
Q3 | $214K | Buy |
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