Mutual 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 | $285K | Sell |
3,526
-44
| -1% | -$3.55K | 0.01% | 987 |
|
|
2025
Q1 | $207K | Sell |
3,570
-1,470
| -29% | -$85.4K | 0.01% | 1021 |
|
|
2024
Q4 | $435K | Buy |
5,040
+498
| +11% | +$43K | 0.01% | 751 |
|
|
2024
Q3 | $330K | Sell |
4,542
-39
| -0.9% | -$2.83K | 0.01% | 850 |
|
|
2024
Q2 | $278K | Sell |
4,581
-2,039
| -31% | -$124K | 0.01% | 916 |
|
|
2024
Q1 | $560K | Sell |
6,620
-544
| -8% | -$46K | 0.02% | 660 |
|
|
2023
Q4 | $554K | Sell |
7,164
-217
| -3% | -$16.8K | 0.02% | 626 |
|
|
2023
Q3 | $327K | Buy |
7,381
+1,109
| +18% | +$49.1K | 0.01% | 750 |
|
|
2023
Q2 | $418K | Sell |
6,272
-434
| -6% | -$28.9K | 0.02% | 697 |
|
|
2023
Q1 | $460K | Sell |
6,706
-305
| -4% | -$20.9K | 0.02% | 649 |
|
|
2022
Q4 | $441K | Sell |
7,011
-385
| -5% | -$24.2K | 0.02% | 628 |
|
|
2022
Q3 | $407K | Sell |
7,396
-2,610
| -26% | -$144K | 0.02% | 624 |
|
|
2022
Q2 | $615K | Buy |
10,006
+309
| +3% | +$19K | 0.04% | 471 |
|
|
2022
Q1 | $1.32M | Buy |
9,697
+224
| +2% | +$30.4K | 0.07% | 296 |
|
|
2021
Q4 | $1.53M | Buy |
9,473
+805
| +9% | +$130K | 0.08% | 276 |
|
|
2021
Q3 | $2.08M | Sell |
8,668
-81
| -0.9% | -$19.4K | 0.12% | 205 |
|
|
2021
Q2 | $2.13M | Buy |
8,749
+3,293
| +60% | +$803K | 0.13% | 206 |
|
|
2021
Q1 | $1.24M | Sell |
5,456
-95
| -2% | -$21.6K | 0.08% | 284 |
|
|
2020
Q4 | $1.21M | Buy |
5,551
+581
| +12% | +$126K | 0.09% | 261 |
|
|
2020
Q3 | $808K | Buy |
4,970
+198
| +4% | +$32.2K | 0.07% | 296 |
|
|
2020
Q2 | $501K | Buy |
4,772
+373
| +8% | +$39.2K | 0.05% | 382 |
|
|
2020
Q1 | $230K | Buy |
4,399
+955
| +28% | +$49.9K | 0.03% | 462 |
|
|
2019
Q4 | $215K | Buy |
+3,444
| New | +$215K | 0.02% | 547 |
|