MV Capital 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 | $10.2K | Buy |
150
+126
| +525% | +$8.56K | ﹤0.01% | 525 |
|
|
2025
Q1 | $1.3K | Sell |
24
-175
| -88% | -$9.51K | ﹤0.01% | 733 |
|
|
2024
Q4 | $16.9K | Buy |
199
+43
| +28% | +$3.66K | ﹤0.01% | 451 |
|
|
2024
Q3 | $10.5K | Buy |
156
+110
| +239% | +$7.39K | ﹤0.01% | 523 |
|
|
2024
Q2 | $2.97K | Sell |
46
-29
| -39% | -$1.87K | ﹤0.01% | 638 |
|
|
2024
Q1 | $6.34K | Buy |
75
+42
| +127% | +$3.55K | ﹤0.01% | 580 |
|
|
2023
Q4 | $2.55K | Buy |
33
+11
| +50% | +$851 | ﹤0.01% | 634 |
|
|
2023
Q3 | $974 | Hold |
22
| – | – | ﹤0.01% | 652 |
|
|
2023
Q2 | $1.47K | Sell |
22
-35
| -61% | -$2.33K | ﹤0.01% | 651 |
|
|
2023
Q1 | $3.91K | Buy |
+57
| New | +$3.91K | ﹤0.01% | 610 |
|
|
2021
Q4 | – | Sell |
-50
| Closed | -$12K | – | 734 |
|
|
2021
Q3 | $12K | Hold |
50
| – | – | ﹤0.01% | 397 |
|
|
2021
Q2 | $12K | Buy |
+50
| New | +$12K | ﹤0.01% | 341 |
|