Platinum Investment 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 | $5.43M | Sell |
80,000
-22,959
| -22% | -$1.56M | 0.36% | 32 |
|
|
2025
Q1 | $5.59M | Buy |
+102,959
| New | +$5.59M | 0.32% | 28 |
|
|
2024
Q1 | – | Sell |
-275,040
| Closed | -$21.3M | – | 154 |
|
|
2023
Q4 | $21.3M | Buy |
275,040
+13,549
| +5% | +$1.05M | 0.86% | 26 |
|
|
2023
Q3 | $11.6M | Buy |
261,491
+3,289
| +1% | +$146K | 0.45% | 35 |
|
|
2023
Q2 | $17.2M | Buy |
258,202
+25,496
| +11% | +$1.7M | 0.6% | 34 |
|
|
2023
Q1 | $16M | Buy |
232,706
+16,308
| +8% | +$1.12M | 0.55% | 33 |
|
|
2022
Q4 | $13.6M | Buy |
216,398
+8,021
| +4% | +$504K | 0.52% | 34 |
|
|
2022
Q3 | $11.5M | Hold |
208,377
| – | – | 0.48% | 35 |
|
|
2022
Q2 | $12.8M | Buy |
208,377
+83,079
| +66% | +$5.11M | 0.48% | 32 |
|
|
2022
Q1 | $17M | Buy |
125,298
+43,310
| +53% | +$5.87M | 0.52% | 33 |
|
|
2021
Q4 | $13.2M | Buy |
81,988
+28,566
| +53% | +$4.61M | 0.37% | 41 |
|
|
2021
Q3 | $12.8M | Buy |
+53,422
| New | +$12.8M | 0.36% | 39 |
|