PWP
XYZ

Prasad Wealth Partners’s Block, Inc. XYZ Stock Holding History

Prasad Wealth Partners’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$396K Sell
5,835
-50
-0.8% -$3.4K 0.12% 80
2025
Q1 		$320K Sell
5,885
-44
-0.7% -$2.39K 0.1% 84
2024
Q4 		$504K Buy
+5,929
New +$504K 0.16% 61