Pineridge 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
$5.1K Hold
75
﹤0.01% 302
2025
Q1
$4.08K Sell
75
-170
-69% -$9.24K ﹤0.01% 335
2024
Q4
$20.8K Buy
245
+70
+40% +$5.95K 0.01% 214
2024
Q3
$11.7K Hold
175
﹤0.01% 264
2024
Q2
$11.3K Hold
175
﹤0.01% 272
2024
Q1
$14.8K Hold
175
0.01% 255
2023
Q4
$13.5K Buy
+175
New +$13.5K ﹤0.01% 331