Prestige Wealth Management Group’s Block Inc XYZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-51	Closed	-$3.32K	–	1181
2025 Q4	$3.32K	Buy	+51	New	+$3.52K	﹤0.01%	663
2025 Q3	–	Sell	-50	Closed	-$3.4K	–	1039
2025 Q2	$3.4K	Buy	+50	New	+$2.91K	﹤0.01%	638
2025 Q1	–	Sell	-100	Closed	-$8.5K	–	1075
2024 Q4	$8.5K	Buy	+100	New	+$8.2K	﹤0.01%	487
2024 Q3	–	Sell	-15	Closed	-$968	–	1057
2024 Q2	$968	Sell	15 -150	-91%	-$10.5K	﹤0.01%	835
2024 Q1	$14K	Hold	165	–	–	﹤0.01%	397
2023 Q4	$12.8K	Hold	165	–	–	﹤0.01%	404
2023 Q3	$7.3K	Hold	165	–	–	﹤0.01%	500
2023 Q2	$11K	Hold	165	–	–	﹤0.01%	446
2023 Q1	$11.3K	Sell	165 -1,713	-91%	-$128K	﹤0.01%	417
2022 Q4	$118K	Buy	1,878 +13	+0.7%	+$802	0.03%	177
2022 Q3	$103K	Buy	1,865 +65	+4%	+$4.6K	0.03%	170
2022 Q2	$111K	Buy	1,800 +14	+0.8%	+$1.28K	0.03%	169
2022 Q1	$242K	Buy	1,786 +27	+2%	+$3.27K	0.06%	127
2021 Q4	$284K	Buy	1,759 +649	+58%	+$141K	0.07%	115
2021 Q3	$266K	Buy	+1,110	New	+$285K	0.07%	115