Moser Wealth Advisors’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 | $289K | Sell |
4,257
-1,608
| -27% | -$109K | 0.14% | 74 |
|
|
2025
Q1 | $319K | Sell |
5,865
-400
| -6% | -$21.7K | 0.17% | 75 |
|
|
2024
Q4 | $532K | Hold |
6,265
| – | – | 0.28% | 60 |
|
|
2024
Q3 | $421K | Buy |
6,265
+153
| +3% | +$10.3K | 0.22% | 64 |
|
|
2024
Q2 | $394K | Buy |
6,112
+69
| +1% | +$4.45K | 0.21% | 66 |
|
|
2024
Q1 | $511K | Buy |
6,043
+675
| +13% | +$57.1K | 0.28% | 59 |
|
|
2023
Q4 | $415K | Buy |
5,368
+112
| +2% | +$8.66K | 0.27% | 58 |
|
|
2023
Q3 | $233K | Buy |
5,256
+603
| +13% | +$26.7K | 0.16% | 62 |
|
|
2023
Q2 | $310K | Buy |
+4,653
| New | +$310K | 0.21% | 60 |
|
|
2022
Q4 | $208K | Buy |
3,313
+254
| +8% | +$16K | 0.16% | 62 |
|
|
2022
Q3 | $168K | Buy |
3,059
+82
| +3% | +$4.5K | 0.13% | 66 |
|
|
2022
Q2 | $183K | Buy |
2,977
+654
| +28% | +$40.2K | 0.14% | 68 |
|
|
2022
Q1 | $315K | Buy |
2,323
+526
| +29% | +$71.3K | 0.2% | 65 |
|
|
2021
Q4 | $290K | Buy |
1,797
+250
| +16% | +$40.3K | 0.18% | 67 |
|
|
2021
Q3 | $371K | Buy |
1,547
+1,196
| +341% | +$287K | 0.24% | 61 |
|
|
2021
Q2 | $86K | Buy |
+351
| New | +$86K | 0.06% | 83 |
|