Raffa Wealth Management’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.16K | Buy |
81
+10
| +14% | +$703 | ﹤0.01% | 543 |
|
|
2026
Q1 | $4.27K | Buy |
71
+5
| +8% | +$304 | ﹤0.01% | 569 |
|
|
2025
Q4 | $4.3K | Buy |
66
+24
| +57% | +$1.66K | ﹤0.01% | 542 |
|
|
2025
Q3 | $3.04K | Buy |
42
+10
| +31% | +$749 | ﹤0.01% | 603 |
|
|
2025
Q2 | $2.17K | Hold |
32
| – | – | ﹤0.01% | 663 |
|
|
2025
Q1 | $1.74K | Hold |
32
| – | – | ﹤0.01% | 672 |
|
|
2024
Q4 | $2.72K | Hold |
32
| – | – | ﹤0.01% | 590 |
|
|
2024
Q3 | $2.15K | Sell |
32
-110
| -77% | -$7.11K | ﹤0.01% | 625 |
|
|
2024
Q2 | $9.16K | Buy |
142
+110
| +344% | +$7.7K | ﹤0.01% | 455 |
|
|
2024
Q1 | $2.71K | Hold |
32
| – | – | ﹤0.01% | 632 |
|
|
2023
Q4 | $2.48K | Hold |
32
| – | – | ﹤0.01% | 553 |
|
|
2023
Q3 | $1.42K | Hold |
32
| – | – | ﹤0.01% | 687 |
|
|
2023
Q2 | $2.13K | Hold |
32
| – | – | ﹤0.01% | 586 |
|
|
2023
Q1 | $2.2K | Hold |
32
| – | – | ﹤0.01% | 579 |
|
|
2022
Q4 | $2.01K | Hold |
32
| – | – | ﹤0.01% | 591 |
|
|
2022
Q3 | $1.76K | Sell |
32
-20
| -38% | -$1.42K | ﹤0.01% | 636 |
|
|
2022
Q2 | $3.2K | Hold |
52
| – | – | ﹤0.01% | 484 |
|
|
2022
Q1 | $7.05K | Hold |
52
| – | – | ﹤0.01% | 340 |
|
|
2021
Q4 | $8.4K | Hold |
52
| – | – | ﹤0.01% | 330 |
|
|
2021
Q3 | $12.5K | Hold |
52
| – | – | ﹤0.01% | 235 |
|
|
2021
Q2 | $12.7K | Sell |
52
-131
| -72% | -$30.4K | ﹤0.01% | 241 |
|
|
2021
Q1 | $39.7K | Buy |
183
+7
| +4% | +$1.64K | 0.01% | 148 |
|
|
2020
Q4 | $38.3K | Sell |
176
-18
| -9% | -$3.51K | 0.01% | 145 |
|
|
2020
Q3 | $31.5K | Sell |
194
-17
| -8% | -$2.4K | 0.01% | 146 |
|
|
2020
Q2 | $22.1K | Buy |
211
+34
| +19% | +$2.6K | 0.01% | 166 |
|
|
2020
Q1 | $9.27K | Buy |
177
+152
| +608% | +$10.4K | ﹤0.01% | 211 |
|
|
2019
Q4 | $1.56K | Hold |
25
| – | – | ﹤0.01% | 455 |
|
|
2019
Q3 | $1.55K | Buy |
+25
| New | +$1.7K | ﹤0.01% | 449 |
|
|
2019
Q2 | – | Sell |
-25
| Closed | -$1.87K | – | 1432 |
|
|
2019
Q1 | $1.87K | Hold |
25
| – | – | ﹤0.01% | 371 |
|
|
2018
Q4 | $1.4K | Hold |
25
| – | – | ﹤0.01% | 423 |
|
|
2018
Q3 | $2.48K | Hold |
25
| – | – | ﹤0.01% | 351 |
|
|
2018
Q2 | $1.54K | Hold |
25
| – | – | ﹤0.01% | 426 |
|
|
2018
Q1 | $1.23K | Buy |
+25
| New | +$1.15K | ﹤0.01% | 449 |
|
Other funds holding XYZ
CAM
Raffa Wealth Management's XYZ Position: Q2 2026 in Review
Raffa Wealth Management increased its Block Inc (XYZ) stake by 14% in Q2 2026, buying an estimated $703 and bringing the position to 81 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #543.
Raffa Wealth Management first reported a position in XYZ in Q1 2018 and has held it in 33 quarters since. The position peaked at $39.7K in Q1 2021. 1,012 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.
- Raffa Wealth Management held 81 shares of Block Inc worth $6.16K as of Q2 2026.
- Raffa Wealth Management bought 10 Block Inc shares in Q2 2026, an estimated $703.
- Block Inc made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #543 holding.
- Raffa Wealth Management first reported a position in Block Inc in Q1 2018 and has held it in 33 quarters since.
- Raffa Wealth Management's Block Inc position peaked at $39.7K in Q1 2021.
- 1,012 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.