Prestige Wealth Management 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 | $3.4K | Buy |
+50
| New | +$3.4K | ﹤0.01% | 636 |
|
|
2025
Q1 | – | Sell |
-100
| Closed | -$8.5K | – | 1072 |
|
|
2024
Q4 | $8.5K | Buy |
+100
| New | +$8.5K | ﹤0.01% | 486 |
|
|
2024
Q3 | – | Sell |
-15
| Closed | -$968 | – | 1053 |
|
|
2024
Q2 | $968 | Sell |
15
-150
| -91% | -$9.68K | ﹤0.01% | 832 |
|
|
2024
Q1 | $14K | Hold |
165
| – | – | ﹤0.01% | 395 |
|
|
2023
Q4 | $12.8K | Hold |
165
| – | – | ﹤0.01% | 401 |
|
|
2023
Q3 | $7.3K | Hold |
165
| – | – | ﹤0.01% | 495 |
|
|
2023
Q2 | $11K | Hold |
165
| – | – | ﹤0.01% | 443 |
|
|
2023
Q1 | $11.3K | Sell |
165
-1,713
| -91% | -$118K | ﹤0.01% | 416 |
|
|
2022
Q4 | $118K | Buy |
1,878
+13
| +0.7% | +$817 | 0.03% | 176 |
|
|
2022
Q3 | $103K | Buy |
1,865
+65
| +4% | +$3.59K | 0.03% | 170 |
|
|
2022
Q2 | $111K | Buy |
1,800
+14
| +0.8% | +$863 | 0.03% | 169 |
|
|
2022
Q1 | $242K | Buy |
1,786
+27
| +2% | +$3.66K | 0.06% | 127 |
|
|
2021
Q4 | $284K | Buy |
1,759
+649
| +58% | +$105K | 0.07% | 115 |
|
|
2021
Q3 | $266K | Buy |
+1,110
| New | +$266K | 0.07% | 115 |
|