Prosperity Wealth Management’s Block Inc XYZ Stock Holding History

Prosperity Wealth Management’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 Q1	–	Sell	-4,495	Closed	-$382K	–	267
2024 Q4	$382K	Buy	+4,495	New	+$369K	0.16%	129
2024 Q3	–	Sell	-8,515	Closed	-$549K	–	232
2024 Q2	$549K	Buy	8,515 +3,608	+74%	+$252K	0.27%	79
2024 Q1	$415K	Buy	4,907 +12	+0.2%	+$868	0.2%	88
2023 Q4	$379K	Buy	+4,895	New	+$277K	0.25%	70
2023 Q3	–	Sell	-3,319	Closed	-$221K	–	186
2023 Q2	$221K	Buy	+3,319	New	+$207K	0.14%	117
2023 Q1	–	Sell	-2,095	Closed	-$132K	–	169
2022 Q4	$132K	Buy	+2,095	New	+$129K	0.12%	121

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Prosperity Wealth Management's XYZ Position: Q1 2025 in Review

Prosperity Wealth Management sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 4,495 shares — an estimated $382K sold.

Prosperity Wealth Management first reported a position in XYZ in Q4 2022 and held it in 6 quarters. The position peaked at $549K in Q2 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

Prosperity Wealth Management reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
Prosperity Wealth Management sold 4,495 Block Inc shares in Q1 2025, an estimated $382K.
Prosperity Wealth Management first reported a position in Block Inc in Q4 2022 and held it in 6 quarters.
Prosperity Wealth Management's Block Inc position peaked at $549K in Q2 2024.
1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Prosperity Wealth Management's 13F filing for Q1 2025, filed 18 Apr 2025.