Pursue Wealth Partners’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 | $2.41M | Sell |
35,496
-3,266
| -8% | -$222K | 1.37% | 24 |
|
|
2025
Q1 | $2.11M | Sell |
38,762
-512
| -1% | -$27.8K | 1.28% | 26 |
|
|
2024
Q4 | $3.34M | Buy |
39,274
+512
| +1% | +$43.5K | 1.91% | 17 |
|
|
2024
Q3 | $2.6M | Sell |
38,762
-1,644
| -4% | -$110K | 1.42% | 23 |
|
|
2024
Q2 | $2.61M | Hold |
40,406
| – | – | 1.42% | 22 |
|
|
2024
Q1 | $3.42M | Hold |
40,406
| – | – | 2.01% | 16 |
|
|
2023
Q4 | $3.13M | Sell |
40,406
-3,930
| -9% | -$304K | 2.02% | 16 |
|
|
2023
Q3 | $1.96M | Hold |
44,336
| – | – | 1.39% | 25 |
|
|
2023
Q2 | $2.95M | Sell |
44,336
-664
| -1% | -$44.2K | 1.85% | 21 |
|
|
2023
Q1 | $3.09M | Hold |
45,000
| – | – | 2.11% | 13 |
|
|
2022
Q4 | $2.83M | Sell |
45,000
-687
| -2% | -$43.2K | 2.18% | 12 |
|
|
2022
Q3 | $2.51M | Sell |
45,687
-1,505
| -3% | -$82.7K | 1.81% | 15 |
|
|
2022
Q2 | $2.9M | Hold |
47,192
| – | – | 1.85% | 12 |
|
|
2022
Q1 | $5.94M | Sell |
47,192
-1,357
| -3% | -$171K | 2.46% | 10 |
|
|
2021
Q4 | $7.84M | Buy |
+48,549
| New | +$7.84M | 3.03% | 5 |
|