Personal CFO Solutions’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,550
| Closed | -$217K | – | 500 |
|
|
2024
Q4 | $217K | Sell |
2,550
-691
| -21% | -$58.7K | 0.04% | 422 |
|
|
2024
Q3 | $218K | Sell |
3,241
-20
| -0.6% | -$1.34K | 0.03% | 516 |
|
|
2024
Q2 | $210K | Buy |
3,261
+22
| +0.7% | +$1.42K | 0.03% | 493 |
|
|
2024
Q1 | $274K | Sell |
3,239
-179
| -5% | -$15.1K | 0.04% | 423 |
|
|
2023
Q4 | $264K | Buy |
+3,418
| New | +$264K | 0.05% | 408 |
|
|
2023
Q3 | – | Sell |
-3,688
| Closed | -$246K | – | 504 |
|
|
2023
Q2 | $246K | Buy |
3,688
+64
| +2% | +$4.26K | 0.05% | 386 |
|
|
2023
Q1 | $249K | Sell |
3,624
-56
| -2% | -$3.84K | 0.05% | 368 |
|
|
2022
Q4 | $231K | Sell |
3,680
-501
| -12% | -$31.5K | 0.05% | 380 |
|
|
2022
Q3 | $230K | Sell |
4,181
-72
| -2% | -$3.96K | 0.06% | 324 |
|
|
2022
Q2 | $261K | Buy |
4,253
+105
| +3% | +$6.44K | 0.06% | 303 |
|
|
2022
Q1 | $562K | Buy |
4,148
+392
| +10% | +$53.1K | 0.11% | 173 |
|
|
2021
Q4 | $607K | Sell |
3,756
-465
| -11% | -$75.1K | 0.11% | 172 |
|
|
2021
Q3 | $1.01M | Buy |
4,221
+109
| +3% | +$26.1K | 0.21% | 103 |
|
|
2021
Q2 | $1M | Sell |
4,112
-1
| -0% | -$244 | 0.21% | 98 |
|
|
2021
Q1 | $934K | Sell |
4,113
-1,077
| -21% | -$245K | 0.2% | 99 |
|
|
2020
Q4 | $1.13M | Sell |
5,190
-2
| -0% | -$435 | 0.28% | 82 |
|
|
2020
Q3 | $1K | Sell |
5,192
-25
| -0.5% | -$5 | 0.33% | 134 |
|
|
2020
Q2 | $547K | Buy |
+5,217
| New | +$547K | 0.16% | 121 |
|