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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.4M Buy
239,829
+9,683
+4% +$589K 0.76% 39
2025
Q4 		$15M Buy
230,146
+22,868
+11% +$1.58M 0.77% 40
2025
Q3 		$15M Sell
207,278
-985
-0.5% -$73.7K 0.76% 46
2025
Q2 		$14.1M Buy
208,263
+6,453
+3% +$375K 0.75% 45
2025
Q1 		$11M Buy
201,810
+103,770
+106% +$7.75M 0.63% 58
2024
Q4 		$8.33M Buy
98,040
+320
+0.3% +$26.3K 0.48% 77
2024
Q3 		$6.56M Buy
+97,720
New +$6.31M 0.37% 91

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