Pinnacle Wealth Planning Services’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
Q2 | $283K | Sell |
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|
2025
Q1 | $232K | Sell |
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|
2024
Q4 | $366K | Buy |
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|
2024
Q3 | $283K | Buy |
|
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|
2024
Q2 | $265K | Buy |
|
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|
2024
Q1 | $348K | Sell |
|
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|
2023
Q4 | $318K | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $279K | Sell |
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|
2023
Q1 | $293K | Buy |
|
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|
2022
Q4 | $231K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | $475K | Sell |
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|
2021
Q4 | $835K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $38K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $283K | Sell |
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|
2018
Q1 | $237K | Buy |
|