Pathstone Holdings’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 | $3.69M | Sell |
54,395
-1,355
| -2% | -$92K | 0.01% | 669 |
|
|
2025
Q1 | $3.03M | Sell |
55,750
-6,506
| -10% | -$354K | 0.01% | 758 |
|
|
2024
Q4 | $5.3M | Buy |
62,256
+1,289
| +2% | +$110K | 0.02% | 523 |
|
|
2024
Q3 | $4.09M | Sell |
60,967
-3,624
| -6% | -$243K | 0.02% | 624 |
|
|
2024
Q2 | $4.17M | Sell |
64,591
-436
| -0.7% | -$28.1K | 0.02% | 592 |
|
|
2024
Q1 | $5.5M | Buy |
65,027
+7,253
| +13% | +$613K | 0.03% | 477 |
|
|
2023
Q4 | $4.54M | Buy |
+57,774
| New | +$4.54M | 0.02% | 458 |
|