Pitti Group Wealth 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
Q2 | $287K | Buy |
4,229
+131
| +3% | +$8.9K | 0.25% | 59 |
|
|
2025
Q1 | $223K | Sell |
4,098
-33
| -0.8% | -$1.79K | 0.23% | 68 |
|
|
2024
Q4 | $351K | Sell |
4,131
-608
| -13% | -$51.7K | 0.36% | 54 |
|
|
2024
Q3 | $367K | Hold |
4,739
| – | – | 0.4% | 46 |
|
|
2024
Q2 | $367K | Buy |
4,739
+301
| +7% | +$23.3K | 0.4% | 46 |
|
|
2024
Q1 | $355K | Sell |
4,438
-301
| -6% | -$24.1K | 0.4% | 46 |
|
|
2023
Q4 | $367K | Sell |
4,739
-530
| -10% | -$41K | 0.4% | 46 |
|
|
2023
Q3 | $233K | Buy |
5,269
+377
| +8% | +$16.7K | 0.27% | 60 |
|
|
2023
Q2 | $326K | Buy |
4,892
+392
| +9% | +$26.1K | 0.36% | 52 |
|
|
2023
Q1 | $309K | Buy |
4,500
+3
| +0.1% | +$206 | 0.34% | 56 |
|
|
2022
Q4 | $283K | Buy |
+4,497
| New | +$283K | 0.34% | 58 |
|
|
2022
Q2 | – | Sell |
-2,587
| Closed | -$351K | – | 70 |
|
|
2022
Q1 | $351K | Buy |
2,587
+373
| +17% | +$50.6K | 0.41% | 50 |
|
|
2021
Q4 | $358K | Buy |
+2,214
| New | +$358K | 0.4% | 57 |
|