Moser Wealth Advisors’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 | $289K | Sell |
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|
2025
Q1 | $319K | Sell |
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|
2024
Q4 | $532K | Hold |
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|
2024
Q3 | $421K | Buy |
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|
2024
Q2 | $394K | Buy |
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|
2024
Q1 | $511K | Buy |
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|
2023
Q4 | $415K | Buy |
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|
2023
Q3 | $233K | Buy |
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|
2023
Q2 | $310K | Buy |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q3 | $168K | Buy |
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|
2022
Q2 | $183K | Buy |
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|
2022
Q1 | $315K | Buy |
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|
2021
Q4 | $290K | Buy |
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|
2021
Q3 | $371K | Buy |
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|
2021
Q2 | $86K | Buy |
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