Orion Portfolio Solutions’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
Q1 | $351K | Sell |
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|
2024
Q4 | $932K | Buy |
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|
2024
Q3 | $498K | Buy |
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|
2024
Q2 | $411K | Sell |
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|
2024
Q1 | $971K | Buy |
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|
2023
Q4 | $550K | Buy |
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|
2023
Q3 | $236K | Sell |
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|
2023
Q2 | $638K | Sell |
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|
2023
Q1 | $798K | Buy |
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|
2022
Q4 | $333K | Buy |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $276K | Buy |
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|
2022
Q1 | $573K | Sell |
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|
2021
Q4 | $738K | Buy |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $970K | Buy |
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|
2020
Q4 | $894K | Buy |
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|
2020
Q3 | $615K | Buy |
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|
2020
Q2 | $373K | Sell |
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|
2020
Q1 | $197K | Sell |
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|
2019
Q4 | $238K | Buy |
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