Private Trust Company’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 | $94.2K | Buy |
1,387
+74
| +6% | +$5.03K | 0.01% | 979 |
|
|
2025
Q1 | $71.3K | Sell |
1,313
-1,670
| -56% | -$90.7K | 0.01% | 1054 |
|
|
2024
Q4 | $254K | Buy |
2,983
+1,609
| +117% | +$137K | 0.03% | 601 |
|
|
2024
Q3 | $92.2K | Sell |
1,374
-8
| -0.6% | -$537 | 0.01% | 955 |
|
|
2024
Q2 | $89.1K | Hold |
1,382
| – | – | 0.01% | 923 |
|
|
2024
Q1 | $117K | Buy |
1,382
+991
| +253% | +$83.8K | 0.01% | 816 |
|
|
2023
Q4 | $30.2K | Sell |
391
-712
| -65% | -$55.1K | ﹤0.01% | 1255 |
|
|
2023
Q3 | $48.8K | Buy |
1,103
+106
| +11% | +$4.69K | 0.01% | 1026 |
|
|
2023
Q2 | $66.4K | Hold |
997
| – | – | 0.01% | 933 |
|
|
2023
Q1 | $68.4K | Buy |
997
+169
| +20% | +$11.6K | 0.01% | 893 |
|
|
2022
Q4 | $52K | Sell |
828
-74
| -8% | -$4.65K | 0.01% | 947 |
|
|
2022
Q3 | $50K | Sell |
902
-67
| -7% | -$3.71K | 0.01% | 884 |
|
|
2022
Q2 | $60K | Buy |
+969
| New | +$60K | 0.01% | 857 |
|