MV Capital Management’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.2K Buy
2025
Q1
$1.3K Sell
2024
Q4
$16.9K Buy
2024
Q3
$10.5K Buy
2024
Q2
$2.97K Sell
2024
Q1
$6.34K Buy
2023
Q4
$2.55K Buy
2023
Q3
$974 Hold
2023
Q2
$1.47K Sell
2023
Q1
$3.91K Buy
2021
Q4
Sell
2021
Q3
$12K Hold
2021
Q2
$12K Buy