Rialto Wealth Management’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
$11.4K Buy
168
+9
+6% +$611 ﹤0.01% 408
2025
Q1
$8.64K Hold
159
﹤0.01% 415
2024
Q4
$13.5K Buy
+159
New +$13.5K ﹤0.01% 368