Montag & Associates’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 | $14.1K | Buy |
207
+60
| +41% | +$4.08K | ﹤0.01% | 705 |
|
|
2025
Q1 | $7.99K | Hold |
147
| – | – | ﹤0.01% | 809 |
|
|
2024
Q4 | $12.5K | Hold |
147
| – | – | ﹤0.01% | 760 |
|
|
2024
Q3 | $9.87K | Buy |
147
+110
| +297% | +$7.39K | ﹤0.01% | 809 |
|
|
2024
Q2 | $2.39K | Hold |
37
| – | – | ﹤0.01% | 863 |
|
|
2024
Q1 | $3.13K | Sell |
37
-312
| -89% | -$26.4K | ﹤0.01% | 844 |
|
|
2023
Q4 | $27K | Buy |
349
+312
| +843% | +$24.1K | ﹤0.01% | 662 |
|
|
2023
Q3 | $1.64K | Hold |
37
| – | – | ﹤0.01% | 851 |
|
|
2023
Q2 | $2.46K | Hold |
37
| – | – | ﹤0.01% | 850 |
|
|
2023
Q1 | $2.54K | Buy |
37
+4
| +12% | +$275 | ﹤0.01% | 851 |
|
|
2022
Q4 | $2.07K | Buy |
33
+27
| +450% | +$1.7K | ﹤0.01% | 866 |
|
|
2022
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 909 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 864 |
|
|
2022
Q1 | $1K | Sell |
6
-249
| -98% | -$41.5K | ﹤0.01% | 839 |
|
|
2021
Q4 | $41K | Sell |
255
-737
| -74% | -$118K | ﹤0.01% | 592 |
|
|
2021
Q3 | $238K | Buy |
992
+54
| +6% | +$13K | 0.01% | 364 |
|
|
2021
Q2 | $229K | Buy |
938
+100
| +12% | +$24.4K | 0.01% | 372 |
|
|
2021
Q1 | $190K | Buy |
838
+586
| +233% | +$133K | 0.01% | 392 |
|
|
2020
Q4 | $55K | Buy |
+252
| New | +$55K | ﹤0.01% | 526 |
|