OPCM
XYZ

Osborne Partners Capital Management’s Block, Inc. XYZ Stock Holding History

Osborne Partners Capital Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14.1M Buy
208,263
+6,453
+3% +$438K 0.75% 45
2025
Q1 		$11M Buy
201,810
+103,770
+106% +$5.64M 0.63% 58
2024
Q4 		$8.33M Buy
98,040
+320
+0.3% +$27.2K 0.48% 77
2024
Q3 		$6.56M Buy
+97,720
New +$6.56M 0.37% 91