Personal CFO Solutions’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
Q1 | – | Sell |
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|
2024
Q4 | $217K | Sell |
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|
2024
Q3 | $218K | Sell |
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|
2024
Q2 | $210K | Buy |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $264K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $230K | Sell |
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|
2022
Q2 | $261K | Buy |
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|
2022
Q1 | $562K | Buy |
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|
2021
Q4 | $607K | Sell |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $1M | Sell |
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|
2021
Q1 | $934K | Sell |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $1K | Sell |
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|
2020
Q2 | $547K | Buy |
|