Newbridge Financial Services Group’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
$119K Buy
2025
Q1
$77.3K Sell
2024
Q4
$168K Buy
2024
Q3
Sell
2024
Q2
$178K Sell
2024
Q1
$309K Sell
2023
Q4
$809K Buy
2023
Q3
$431K Sell
2023
Q2
$890K Sell
2023
Q1
$933K Sell
2022
Q4
$1.04M Buy
2022
Q3
$897K Buy
2022
Q2
$860K Buy
2022
Q1
$1.89M Buy
2021
Q4
$1.81M Buy
2021
Q3
$2.37M Buy
2021
Q2
$2.03M Buy
2021
Q1
$1.43M Sell
2020
Q4
$1.73M Buy
2020
Q3
$1.24M Buy