NewEdge Wealth’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 | $751K | Sell |
9,774
-141
| -1% | -$10.8K | 0.01% | 600 |
|
|
2025
Q1 | $539K | Buy |
9,915
+344
| +4% | +$18.7K | 0.01% | 629 |
|
|
2024
Q4 | $813K | Buy |
9,571
+1,000
| +12% | +$85K | 0.01% | 528 |
|
|
2024
Q3 | $575K | Buy |
8,571
+1,027
| +14% | +$68.9K | 0.01% | 589 |
|
|
2024
Q2 | $487K | Sell |
7,544
-1,261
| -14% | -$81.3K | 0.01% | 559 |
|
|
2024
Q1 | $619K | Sell |
8,805
-193
| -2% | -$13.6K | 0.01% | 517 |
|
|
2023
Q4 | $696K | Buy |
8,998
+2,970
| +49% | +$230K | 0.02% | 452 |
|
|
2023
Q3 | $267K | Buy |
+6,028
| New | +$267K | 0.01% | 566 |
|
|
2022
Q3 | – | Sell |
-13,063
| Closed | -$803K | – | 609 |
|
|
2022
Q2 | $803K | Buy |
13,063
+736
| +6% | +$45.2K | 0.04% | 315 |
|
|
2022
Q1 | $1.67M | Buy |
12,327
+2,053
| +20% | +$278K | 0.07% | 177 |
|
|
2021
Q4 | $1.66M | Buy |
10,274
+1,563
| +18% | +$252K | 0.07% | 185 |
|
|
2021
Q3 | $2.09M | Buy |
8,711
+1,238
| +17% | +$297K | 0.12% | 125 |
|
|
2021
Q2 | $1.82M | Sell |
7,473
-1,363
| -15% | -$332K | 0.14% | 133 |
|
|
2021
Q1 | $2.01M | Buy |
+8,836
| New | +$2.01M | 0.2% | 104 |
|