OneDigital Investment Advisors’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 | $380K | Buy |
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|
2025
Q1 | $303K | Buy |
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|
2024
Q4 | $473K | Sell |
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|
2024
Q3 | $443K | Buy |
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|
2024
Q2 | $373K | Buy |
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|
2024
Q1 | $416K | Sell |
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|
2023
Q4 | $398K | Buy |
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|
2023
Q3 | $204K | Buy |
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|
2023
Q2 | $302K | Sell |
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|
2023
Q1 | $544K | Buy |
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|
2022
Q4 | $285K | Sell |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $491K | Sell |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.42M | Buy |
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|
2021
Q3 | $1.97M | Buy |
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|
2021
Q2 | $1.75M | Sell |
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|
2021
Q1 | $2.05M | Buy |
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|
2020
Q4 | $1.72M | Buy |
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|
2020
Q3 | $1.11M | Buy |
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|
2020
Q2 | $724K | Buy |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $211K | Sell |
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|
2019
Q3 | $216K | Sell |
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|
2019
Q2 | $334K | Buy |
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|
2019
Q1 | $251K | Buy |
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|
2018
Q4 | $8K | Sell |
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|
2018
Q3 | $307K | Buy |
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|
2018
Q2 | $184K | Buy |
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|
2018
Q1 | $95K | Hold |
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|
2017
Q4 | $67K | Buy |
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|
2017
Q3 | $38K | Buy |
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|
2017
Q2 | $22K | Buy |
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