Picton Mahoney Asset Management’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 |
-352
| Closed | -$30K | – | 1018 |
|
|
2024
Q4 | $30K | Buy |
352
+45
| +15% | +$3.84K | ﹤0.01% | 457 |
|
|
2024
Q3 | $21K | Buy |
307
+175
| +133% | +$12K | ﹤0.01% | 461 |
|
|
2024
Q2 | $8K | Buy |
+132
| New | +$8K | ﹤0.01% | 485 |
|
|
2021
Q4 | – | Sell |
-52,845
| Closed | -$12.7M | – | 993 |
|
|
2021
Q3 | $12.7M | Sell |
52,845
-3,267
| -6% | -$784K | 0.47% | 42 |
|
|
2021
Q2 | $13.7M | Buy |
56,112
+26,132
| +87% | +$6.37M | 0.4% | 40 |
|
|
2021
Q1 | $6.81M | Buy |
+29,980
| New | +$6.81M | 0.33% | 86 |
|