Portside Wealth Group’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 | $379K | Buy |
5,575
+453
| +9% | +$30.8K | 0.06% | 292 |
|
|
2025
Q1 | $278K | Buy |
5,122
+596
| +13% | +$32.4K | 0.05% | 355 |
|
|
2024
Q4 | $385K | Buy |
4,526
+426
| +10% | +$36.2K | 0.06% | 269 |
|
|
2024
Q3 | $275K | Buy |
4,100
+496
| +14% | +$33.3K | 0.05% | 323 |
|
|
2024
Q2 | $232K | Buy |
3,604
+130
| +4% | +$8.38K | 0.04% | 315 |
|
|
2024
Q1 | $294K | Buy |
3,474
+309
| +10% | +$26.1K | 0.05% | 278 |
|
|
2023
Q4 | $245K | Buy |
+3,165
| New | +$245K | 0.05% | 303 |
|