PWMG
XYZ

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

Private Wealth Management Group’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$723 Hold
2025
Q2 		$680 Hold
2025
Q1 		$544 Hold
2024
Q4 		$850 Hold
2024
Q3 		$672 Hold
2024
Q2 		$645 Hold
2024
Q1 		$846 Hold
2023
Q4 		$774 Buy