NewEdge Wealth’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 | $751K | Sell |
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|
2025
Q1 | $539K | Buy |
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|
2024
Q4 | $813K | Buy |
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|
2024
Q3 | $575K | Buy |
|
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|
2024
Q2 | $487K | Sell |
|
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|
2024
Q1 | $619K | Sell |
|
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|
2023
Q4 | $696K | Buy |
|
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|
2023
Q3 | $267K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $803K | Buy |
|
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|
2022
Q1 | $1.67M | Buy |
|
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $2.09M | Buy |
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|
2021
Q2 | $1.82M | Sell |
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|
2021
Q1 | $2.01M | Buy |
|