Parkworth Wealth Management’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$611 Buy
9
+1
+13% +$68 ﹤0.01% 577
2025
Q1
$435 Buy
8
+2
+33% +$109 ﹤0.01% 467
2024
Q4
$510 Buy
+6
New +$510 ﹤0.01% 431