Moody Lynn & Lieberson’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
Q3 | – | Sell |
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|
2025
Q2 | $4.5M | Buy |
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|
2025
Q1 | $2.39M | Sell |
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|
2024
Q4 | $3.77M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $243K | Sell |
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|
2021
Q3 | $6.76M | Buy |
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|
2021
Q2 | $4.74M | Buy |
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|
2021
Q1 | $342K | Buy |
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|
2020
Q4 | $326K | Hold |
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|
2020
Q3 | $244K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $616K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3.06M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $403K | Buy |
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