MPWM Advisory Solutions’s Block, Inc. XYZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$245K Buy
3,608
+3,011
+504% +$205K 0.16% 75
2025
Q1
$32.4K Hold
597
0.02% 185
2024
Q4
$50.7K Buy
+597
New +$50.7K 0.04% 155