Pittenger & Anderson Inc’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 |
-12,015
| Closed | -$1.02M | – | 459 |
|
|
2024
Q4 | $1.02M | Buy |
12,015
+3,915
| +48% | +$333K | 0.04% | 157 |
|
|
2024
Q3 | $544K | Hold |
8,100
| – | – | 0.02% | 181 |
|
|
2024
Q2 | $522K | Hold |
8,100
| – | – | 0.02% | 177 |
|
|
2024
Q1 | $685K | Buy |
8,100
+100
| +1% | +$8.46K | 0.03% | 170 |
|
|
2023
Q4 | $619K | Buy |
+8,000
| New | +$619K | 0.03% | 172 |
|
|
2023
Q3 | – | Sell |
-200
| Closed | -$13.3K | – | 482 |
|
|
2023
Q2 | $13.3K | Sell |
200
-1,425
| -88% | -$94.9K | ﹤0.01% | 344 |
|
|
2023
Q1 | $112K | Hold |
1,625
| – | – | 0.01% | 239 |
|
|
2022
Q4 | $102K | Hold |
1,625
| – | – | 0.01% | 238 |
|
|
2022
Q3 | $89K | Hold |
1,625
| – | – | 0.01% | 245 |
|
|
2022
Q2 | $100K | Sell |
1,625
-300
| -16% | -$18.5K | 0.01% | 236 |
|
|
2022
Q1 | $261K | Sell |
1,925
-586
| -23% | -$79.5K | 0.01% | 193 |
|
|
2021
Q4 | $406K | Sell |
2,511
-659
| -21% | -$107K | 0.02% | 175 |
|
|
2021
Q3 | $760K | Buy |
3,170
+525
| +20% | +$126K | 0.04% | 155 |
|
|
2021
Q2 | $645K | Sell |
2,645
-250
| -9% | -$61K | 0.03% | 155 |
|
|
2021
Q1 | $657K | Buy |
2,895
+45
| +2% | +$10.2K | 0.04% | 158 |
|
|
2020
Q4 | $620K | Sell |
2,850
-100
| -3% | -$21.8K | 0.04% | 160 |
|
|
2020
Q3 | $480K | Buy |
2,950
+325
| +12% | +$52.9K | 0.03% | 170 |
|
|
2020
Q2 | $275K | Sell |
2,625
-1,610
| -38% | -$169K | 0.02% | 182 |
|
|
2020
Q1 | $222K | Sell |
4,235
-7,655
| -64% | -$401K | 0.02% | 185 |
|
|
2019
Q4 | $744K | Sell |
11,890
-25
| -0.2% | -$1.56K | 0.05% | 173 |
|
|
2019
Q3 | $738K | Sell |
11,915
-53,565
| -82% | -$3.32M | 0.05% | 177 |
|
|
2019
Q2 | $4.75M | Buy |
65,480
+1,040
| +2% | +$75.4K | 0.36% | 77 |
|
|
2019
Q1 | $4.83M | Buy |
64,440
+51,950
| +416% | +$3.89M | 0.38% | 77 |
|
|
2018
Q4 | $701K | Buy |
12,490
+1,250
| +11% | +$70.2K | 0.06% | 171 |
|
|
2018
Q3 | $1.11M | Sell |
11,240
-1,925
| -15% | -$191K | 0.09% | 164 |
|
|
2018
Q2 | $811K | Buy |
13,165
+3,765
| +40% | +$232K | 0.07% | 171 |
|
|
2018
Q1 | $462K | Sell |
9,400
-3,000
| -24% | -$147K | 0.04% | 197 |
|
|
2017
Q4 | $430K | Sell |
12,400
-4,100
| -25% | -$142K | 0.04% | 197 |
|
|
2017
Q3 | $475K | Hold |
16,500
| – | – | 0.04% | 187 |
|
|
2017
Q2 | $387K | Buy |
16,500
+4,000
| +32% | +$93.8K | 0.04% | 192 |
|
|
2017
Q1 | $216K | Hold |
12,500
| – | – | 0.02% | 209 |
|
|
2016
Q4 | $170K | Buy |
12,500
+2,500
| +25% | +$34K | 0.02% | 225 |
|
|
2016
Q3 | $117K | Hold |
10,000
| – | – | 0.01% | 235 |
|
|
2016
Q2 | $91K | Buy |
+10,000
| New | +$91K | 0.01% | 248 |
|