Premier Path Wealth Partners’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 | $309K | Sell |
4,548
-318
| -7% | -$21.6K | 0.04% | 321 |
|
|
2025
Q1 | $264K | Sell |
4,866
-1,545
| -24% | -$83.9K | 0.04% | 324 |
|
|
2024
Q4 | $545K | Buy |
6,411
+508
| +9% | +$43.2K | 0.08% | 224 |
|
|
2024
Q3 | $396K | Buy |
5,903
+971
| +20% | +$65.2K | 0.06% | 258 |
|
|
2024
Q2 | $318K | Sell |
4,932
-61
| -1% | -$3.93K | 0.05% | 283 |
|
|
2024
Q1 | $424K | Buy |
4,993
+743
| +17% | +$63.1K | 0.08% | 229 |
|
|
2023
Q4 | $329K | Buy |
+4,250
| New | +$329K | 0.07% | 241 |
|