Private Capital Advisors’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
$380K Sell
5,600
-190
-3% -$12.9K 0.05% 61
2025
Q1
$315K Sell
5,790
-179,253
-97% -$9.74M 0.04% 58
2024
Q4
$15.7M Buy
+185,043
New +$15.7M 1.87% 15