Private 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 | $680 | Hold |
10
| – | – | ﹤0.01% | 1359 |
|
|
2025
Q1 | $544 | Hold |
10
| – | – | ﹤0.01% | 1388 |
|
|
2024
Q4 | $850 | Hold |
10
| – | – | ﹤0.01% | 1339 |
|
|
2024
Q3 | $672 | Hold |
10
| – | – | ﹤0.01% | 1374 |
|
|
2024
Q2 | $645 | Hold |
10
| – | – | ﹤0.01% | 1385 |
|
|
2024
Q1 | $846 | Hold |
10
| – | – | ﹤0.01% | 1320 |
|
|
2023
Q4 | $774 | Buy |
+10
| New | +$774 | ﹤0.01% | 1358 |
|