Monterey Private Wealth’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
Q1 | $220K | Buy |
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|
2024
Q4 | $344K | Sell |
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|
2024
Q3 | $272K | Sell |
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|
2024
Q2 | $268K | Buy |
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|
2024
Q1 | $342K | Buy |
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|
2023
Q4 | $312K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $269K | Sell |
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|
2023
Q1 | $283K | Buy |
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|
2022
Q4 | $254K | Sell |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | $249K | Buy |
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|
2022
Q1 | $567K | Hold |
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|
2021
Q4 | $653K | Buy |
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|
2021
Q3 | $953K | Hold |
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|
2021
Q2 | $984K | Hold |
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|
2021
Q1 | $1.03M | Hold |
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|
2020
Q4 | $879K | Buy |
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|
2020
Q3 | $656K | Hold |
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|
2020
Q2 | $423K | Hold |
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|
2020
Q1 | $211K | Hold |
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|
2019
Q4 | $252K | Buy |
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