Rehmann Capital Advisory Group’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $233K | Buy |
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|
2025
Q2 | $221K | Sell |
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|
2025
Q1 | $265K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $267K | Sell |
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|
2021
Q2 | $282K | Sell |
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|
2021
Q1 | $269K | Buy |
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|
2020
Q4 | $244K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $43.2K | Buy |
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|
2019
Q1 | $44.1K | Hold |
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|
2018
Q4 | $33K | Buy |
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|
2018
Q3 | $34.2K | Sell |
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|
2018
Q2 | $143K | Buy |
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|
2018
Q1 | $15K | Buy |
|