Northwestern Mutual Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.58M | Sell |
26,279
-1,336
| -5% | -$81.2K | ﹤0.01% | 1182 |
|
|
2025
Q4 | $1.8M | Sell |
27,615
-2,061
| -7% | -$142K | ﹤0.01% | 1086 |
|
|
2025
Q3 | $2.14M | Sell |
29,676
-6,180
| -17% | -$463K | ﹤0.01% | 983 |
|
|
2025
Q2 | $2.44M | Sell |
35,856
-711,047
| -95% | -$41.4M | ﹤0.01% | 890 |
|
|
2025
Q1 | $40.6M | Buy |
746,903
+569,984
| +322% | +$42.5M | 0.03% | 249 |
|
|
2024
Q4 | $15M | Buy |
176,919
+5,783
| +3% | +$474K | 0.01% | 382 |
|
|
2024
Q3 | $11.5M | Buy |
171,136
+25,241
| +17% | +$1.63M | 0.01% | 421 |
|
|
2024
Q2 | $9.41M | Buy |
145,895
+7,385
| +5% | +$517K | 0.01% | 435 |
|
|
2024
Q1 | $11.7M | Buy |
138,510
+113,175
| +447% | +$8.19M | 0.01% | 390 |
|
|
2023
Q4 | $1.96M | Buy |
25,335
+1,563
| +7% | +$88.4K | ﹤0.01% | 778 |
|
|
2023
Q3 | $1.05M | Sell |
23,772
-888
| -4% | -$55K | ﹤0.01% | 919 |
|
|
2023
Q2 | $1.64M | Sell |
24,660
-5,635
| -19% | -$352K | ﹤0.01% | 769 |
|
|
2023
Q1 | $2.08M | Sell |
30,295
-6,141
| -17% | -$460K | ﹤0.01% | 673 |
|
|
2022
Q4 | $2.29M | Sell |
36,436
-4,825
| -12% | -$298K | ﹤0.01% | 635 |
|
|
2022
Q3 | $2.27M | Buy |
41,261
+1,426
| +4% | +$101K | ﹤0.01% | 595 |
|
|
2022
Q2 | $2.45M | Buy |
39,835
+1,422
| +4% | +$130K | ﹤0.01% | 571 |
|
|
2022
Q1 | $5.21M | Sell |
38,413
-2,830
| -7% | -$343K | 0.01% | 429 |
|
|
2021
Q4 | $6.66M | Sell |
41,243
-971
| -2% | -$210K | 0.01% | 366 |
|
|
2021
Q3 | $10.1M | Buy |
42,214
+949
| +2% | +$244K | 0.02% | 269 |
|
|
2021
Q2 | $10.1M | Sell |
41,265
-2,695
| -6% | -$625K | 0.02% | 258 |
|
|
2021
Q1 | $9.98M | Buy |
43,960
+305
| +0.7% | +$71.3K | 0.02% | 240 |
|
|
2020
Q4 | $9.5M | Sell |
43,655
-8,844
| -17% | -$1.73M | 0.02% | 237 |
|
|
2020
Q3 | $8.53M | Buy |
52,499
+27,525
| +110% | +$3.89M | 0.02% | 232 |
|
|
2020
Q2 | $2.62M | Buy |
24,974
+10,322
| +70% | +$790K | 0.01% | 360 |
|
|
2020
Q1 | $767K | Buy |
14,652
+5,788
| +65% | +$396K | ﹤0.01% | 531 |
|
|
2019
Q4 | $555K | Buy |
8,864
+344
| +4% | +$22K | ﹤0.01% | 660 |
|
|
2019
Q3 | $528K | Buy |
8,520
+25
| +0.3% | +$1.7K | ﹤0.01% | 632 |
|
|
2019
Q2 | $616K | Sell |
8,495
-9,697
| -53% | -$677K | ﹤0.01% | 579 |
|
|
2019
Q1 | $1.36M | Buy |
18,192
+13,827
| +317% | +$1M | 0.01% | 414 |
|
|
2018
Q4 | $245K | Buy |
4,365
+1,180
| +37% | +$83.3K | ﹤0.01% | 734 |
|
|
2018
Q3 | $315K | Buy |
3,185
+553
| +21% | +$42.7K | ﹤0.01% | 685 |
|
|
2018
Q2 | $162K | Sell |
2,632
-1,761
| -40% | -$96.9K | ﹤0.01% | 829 |
|
|
2018
Q1 | $216K | Buy |
4,393
+1,342
| +44% | +$61.6K | ﹤0.01% | 719 |
|
|
2017
Q4 | $106K | Sell |
3,051
-1,561
| -34% | -$57.2K | ﹤0.01% | 910 |
|
|
2017
Q3 | $133K | Buy |
4,612
+3,936
| +582% | +$103K | ﹤0.01% | 817 |
|
|
2017
Q2 | $16K | Buy |
+676
| New | +$14K | ﹤0.01% | 1465 |
|
Other funds holding XYZ
VCM
VPM
