MLL
XYZ
Moody Lynn & Lieberson’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Buy |
66,261
+22,286
| +51% | +$1.51M | 0.26% | 60 |
|
|
2025
Q1 | $2.39M | Sell |
43,975
-438
| -1% | -$23.8K | 0.15% | 80 |
|
|
2024
Q4 | $3.77M | Buy |
+44,413
| New | +$3.77M | 0.23% | 61 |
|
|
2022
Q1 | – | Sell |
-1,505
| Closed | -$243K | – | 260 |
|
|
2021
Q4 | $243K | Sell |
1,505
-26,680
| -95% | -$4.31M | 0.02% | 215 |
|
|
2021
Q3 | $6.76M | Buy |
28,185
+8,750
| +45% | +$2.1M | 0.51% | 55 |
|
|
2021
Q2 | $4.74M | Buy |
19,435
+17,930
| +1,191% | +$4.37M | 0.36% | 67 |
|
|
2021
Q1 | $342K | Buy |
1,505
+5
| +0.3% | +$1.14K | 0.03% | 181 |
|
|
2020
Q4 | $326K | Hold |
1,500
| – | – | 0.03% | 173 |
|
|
2020
Q3 | $244K | Buy |
+1,500
| New | +$244K | 0.02% | 180 |
|
|
2019
Q2 | – | Sell |
-8,220
| Closed | -$616K | – | 200 |
|
|
2019
Q1 | $616K | Buy |
+8,220
| New | +$616K | 0.07% | 126 |
|
|
2017
Q4 | – | Sell |
-106,065
| Closed | -$3.06M | – | 221 |
|
|
2017
Q3 | $3.06M | Buy |
+106,065
| New | +$3.06M | 0.37% | 65 |
|
|
2016
Q1 | – | Sell |
-30,824
| Closed | -$403K | – | 193 |
|
|
2015
Q4 | $403K | Buy |
+30,824
| New | +$403K | 0.06% | 136 |
|