O'Shaughnessy Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
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|
2025
Q1 | $1.75M | Sell |
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|
2024
Q4 | $3.48M | Buy |
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|
2024
Q3 | $2.07M | Buy |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $2.16M | Buy |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $334K | Sell |
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|
2023
Q2 | $537K | Sell |
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|
2023
Q1 | $748K | Buy |
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|
2022
Q4 | $585K | Buy |
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|
2022
Q3 | $259K | Buy |
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|
2022
Q2 | $268K | Sell |
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|
2022
Q1 | $845K | Buy |
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|
2021
Q4 | $667K | Sell |
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|
2021
Q3 | $1.33M | Buy |
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|
2021
Q2 | $983K | Buy |
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|
2021
Q1 | $873K | Sell |
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|
2020
Q4 | $988K | Buy |
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|
2020
Q3 | $319K | Buy |
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|
2020
Q2 | $99K | Buy |
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|
2020
Q1 | $1K | Sell |
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|
2019
Q4 | $2K | Buy |
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