PIA
XYZ
Perennial Investment Advisors’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
+3,169
| New | +$215K | 0.02% | 428 |
|
|
2025
Q1 | – | Sell |
-2,676
| Closed | -$227K | – | 452 |
|
|
2024
Q4 | $227K | Sell |
2,676
-336
| -11% | -$28.6K | 0.03% | 357 |
|
|
2024
Q3 | $202K | Sell |
3,012
-160
| -5% | -$10.7K | 0.03% | 365 |
|
|
2024
Q2 | $205K | Sell |
3,172
-100
| -3% | -$6.45K | 0.03% | 337 |
|
|
2024
Q1 | $277K | Sell |
3,272
-27
| -0.8% | -$2.28K | 0.04% | 268 |
|
|
2023
Q4 | $255K | Buy |
+3,299
| New | +$255K | 0.04% | 273 |
|
|
2023
Q3 | – | Sell |
-4,705
| Closed | -$313K | – | 340 |
|
|
2023
Q2 | $313K | Sell |
4,705
-170
| -3% | -$11.3K | 0.06% | 237 |
|
|
2023
Q1 | $335K | Sell |
4,875
-160
| -3% | -$11K | 0.06% | 222 |
|
|
2022
Q4 | $316K | Sell |
5,035
-153
| -3% | -$9.62K | 0.13% | 144 |
|
|
2022
Q3 | $285K | Sell |
5,188
-1,728
| -25% | -$94.9K | 0.13% | 138 |
|
|
2022
Q2 | $425K | Sell |
6,916
-344
| -5% | -$21.1K | 0.17% | 117 |
|
|
2022
Q1 | $991K | Buy |
7,260
+111
| +2% | +$15.2K | 0.31% | 63 |
|
|
2021
Q4 | $1.15M | Sell |
7,149
-191
| -3% | -$30.7K | 0.36% | 60 |
|
|
2021
Q3 | $1.77M | Buy |
7,340
+153
| +2% | +$36.8K | 0.62% | 30 |
|
|
2021
Q2 | $1.75M | Sell |
7,187
-150
| -2% | -$36.6K | 0.64% | 31 |
|
|
2021
Q1 | $1.67M | Sell |
7,337
-112
| -2% | -$25.4K | 0.66% | 30 |
|
|
2020
Q4 | $1.62M | Buy |
7,449
+55
| +0.7% | +$12K | 0.69% | 30 |
|
|
2020
Q3 | $1.2M | Buy |
7,394
+257
| +4% | +$41.7K | 0.6% | 33 |
|
|
2020
Q2 | $749K | Sell |
7,137
-513
| -7% | -$53.8K | 0.51% | 43 |
|
|
2020
Q1 | $400K | Buy |
7,650
+60
| +0.8% | +$3.14K | 0.36% | 60 |
|
|
2019
Q4 | $475K | Buy |
+7,590
| New | +$475K | 0.37% | 66 |
|