Motley Fool Asset 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 | $2.05M | Buy |
30,251
+1,400
| +5% | +$95.1K | 0.09% | 151 |
|
2025
Q1 | $1.57M | Buy |
28,851
+2,565
| +10% | +$139K | 0.09% | 152 |
|
2024
Q4 | $2.23M | Buy |
26,286
+1,512
| +6% | +$129K | 0.12% | 128 |
|
2024
Q3 | $1.63M | Buy |
24,774
+669
| +3% | +$44.1K | 0.1% | 141 |
|
2024
Q2 | $1.54M | Buy |
24,105
+5,853
| +32% | +$374K | 0.1% | 139 |
|
2024
Q1 | $1.54M | Buy |
18,252
+1,481
| +9% | +$125K | 0.1% | 143 |
|
2023
Q4 | $1.3M | Buy |
16,771
+1,102
| +7% | +$85.2K | 0.1% | 138 |
|
2023
Q3 | $694K | Buy |
15,669
+1,491
| +11% | +$66K | 0.06% | 161 |
|
2023
Q2 | $944K | Buy |
14,178
+1,436
| +11% | +$95.6K | 0.08% | 139 |
|
2023
Q1 | $875K | Sell |
12,742
-243
| -2% | -$16.7K | 0.1% | 99 |
|
2022
Q4 | $816K | Sell |
12,985
-459
| -3% | -$28.8K | 0.09% | 141 |
|
2022
Q3 | $739K | Sell |
13,444
-81
| -0.6% | -$4.45K | 0.07% | 146 |
|
2022
Q2 | $903K | Sell |
13,525
-783
| -5% | -$52.3K | 0.09% | 140 |
|
2022
Q1 | $1.94M | Buy |
14,308
+2,403
| +20% | +$326K | 0.14% | 105 |
|
2021
Q4 | $1.92M | Sell |
11,905
-165
| -1% | -$26.7K | 0.12% | 108 |
|
2021
Q3 | $2.9M | Buy |
12,070
+1,251
| +12% | +$300K | 0.19% | 95 |
|
2021
Q2 | $2.64M | Sell |
10,819
-581
| -5% | -$142K | 0.17% | 99 |
|
2021
Q1 | $2.59M | Buy |
11,400
+130
| +1% | +$29.5K | 0.19% | 92 |
|
2020
Q4 | $2.45M | Buy |
11,270
+2,270
| +25% | +$494K | 0.18% | 91 |
|
2020
Q3 | $1.52M | Buy |
9,000
+1,008
| +13% | +$170K | 0.13% | 99 |
|
2020
Q2 | $839K | Buy |
7,992
+1,638
| +26% | +$172K | 0.08% | 114 |
|
2020
Q1 | $333K | Sell |
6,354
-1,191
| -16% | -$62.4K | 0.04% | 150 |
|
2019
Q4 | $472K | Sell |
7,545
-1,188
| -14% | -$74.3K | 0.05% | 137 |
|
2019
Q3 | $541K | Buy |
8,733
+1,355
| +18% | +$83.9K | 0.06% | 132 |
|
2019
Q2 | $535K | Buy |
7,378
+1,077
| +17% | +$78.1K | 0.06% | 136 |
|
2019
Q1 | $472K | Buy |
6,301
+1,554
| +33% | +$116K | 0.05% | 139 |
|
2018
Q4 | $266K | Sell |
4,747
-579
| -11% | -$32.4K | 0.04% | 149 |
|
2018
Q3 | $527K | Buy |
5,326
+1,036
| +24% | +$103K | 0.06% | 112 |
|
2018
Q2 | $264K | Buy |
+4,290
| New | +$264K | 0.04% | 132 |
|