Plato 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 | $392K | Sell |
5,789
-11,461
| -66% | -$776K | 0.03% | 362 |
|
|
2025
Q1 | $947K | Buy |
17,250
+1,461
| +9% | +$80.2K | 0.08% | 252 |
|
|
2024
Q4 | $1.35M | Sell |
15,789
-2,727
| -15% | -$233K | 0.1% | 211 |
|
|
2024
Q3 | $1.24M | Buy |
18,516
+2,985
| +19% | +$200K | 0.1% | 216 |
|
|
2024
Q2 | $1M | Buy |
15,531
+984
| +7% | +$63.5K | 0.09% | 209 |
|
|
2024
Q1 | $1.23M | Buy |
14,547
+12,432
| +588% | +$1.05M | 0.13% | 180 |
|
|
2023
Q4 | $164K | Buy |
+2,115
| New | +$164K | 0.2% | 118 |
|