Moran Wealth Management’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 | $2.89M | Sell |
42,545
-1,511
| -3% | -$103K | 0.09% | 254 |
|
|
2025
Q1 | $2.39M | Buy |
+44,056
| New | +$2.39M | 0.08% | 257 |
|
|
2024
Q3 | – | Sell |
-20,718
| Closed | -$1.34M | – | 424 |
|
|
2024
Q2 | $1.34M | Buy |
20,718
+4,355
| +27% | +$281K | 0.04% | 272 |
|
|
2024
Q1 | $1.38M | Buy |
16,363
+4,432
| +37% | +$375K | 0.04% | 276 |
|
|
2023
Q4 | $923K | Buy |
+11,931
| New | +$923K | 0.03% | 308 |
|