Physician Wealth Advisors’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
$4.69K Hold
69
﹤0.01% 818
2025
Q1
$3.75K Sell
69
-1
-1% -$54 ﹤0.01% 782
2024
Q4
$5.95K Buy
+70
New +$5.95K ﹤0.01% 703