Montag & Associates’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 | $14.1K | Buy |
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|
2025
Q1 | $7.99K | Hold |
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|
2024
Q4 | $12.5K | Hold |
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|
2024
Q3 | $9.87K | Buy |
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|
2024
Q2 | $2.39K | Hold |
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|
2024
Q1 | $3.13K | Sell |
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|
2023
Q4 | $27K | Buy |
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|
2023
Q3 | $1.64K | Hold |
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|
2023
Q2 | $2.46K | Hold |
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|
2023
Q1 | $2.54K | Buy |
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|
2022
Q4 | $2.07K | Buy |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $41K | Sell |
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|
2021
Q3 | $238K | Buy |
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|
2021
Q2 | $229K | Buy |
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|
2021
Q1 | $190K | Buy |
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|
2020
Q4 | $55K | Buy |
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