Ray Dalio’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 | $118M | Sell |
1,736,983
-254,048
| -13% | -$17.3M | 0.48% | 47 |
|
|
2025
Q1 | $108M | Buy |
1,991,031
+761,025
| +62% | +$41.3M | 0.5% | 47 |
|
|
2024
Q4 | $105M | Buy |
1,230,006
+834,309
| +211% | +$70.9M | 0.48% | 40 |
|
|
2024
Q3 | $26.6M | Buy |
395,697
+378,157
| +2,156% | +$25.4M | 0.15% | 129 |
|
|
2024
Q2 | $1.13M | Hold |
17,540
| – | – | 0.01% | 639 |
|
|
2024
Q1 | $1.48M | Hold |
17,540
| – | – | 0.01% | 535 |
|
|
2023
Q4 | $1.36M | Hold |
17,540
| – | – | 0.01% | 590 |
|
|
2023
Q3 | $776K | Sell |
17,540
-38,058
| -68% | -$1.68M | ﹤0.01% | 647 |
|
|
2023
Q2 | $3.7M | Sell |
55,598
-234,130
| -81% | -$15.6M | 0.02% | 362 |
|
|
2023
Q1 | $19.9M | Sell |
289,728
-581,390
| -67% | -$39.9M | 0.12% | 139 |
|
|
2022
Q4 | $54.7M | Buy |
871,118
+385,500
| +79% | +$24.2M | 0.3% | 72 |
|
|
2022
Q3 | $26.7M | Buy |
485,618
+412,043
| +560% | +$22.7M | 0.14% | 127 |
|
|
2022
Q2 | $4.52M | Buy |
73,575
+71,120
| +2,897% | +$4.37M | 0.02% | 510 |
|
|
2022
Q1 | $333K | Buy |
+2,455
| New | +$333K | ﹤0.01% | 929 |
|