Robertson Stephens 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
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|
2025
Q1 | $237K | Buy |
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|
2024
Q4 | $361K | Sell |
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|
2024
Q3 | $475K | Buy |
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|
2024
Q2 | $273K | Buy |
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|
2024
Q1 | $341K | Buy |
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|
2023
Q4 | $311K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | $321K | Buy |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $223K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $245K | Sell |
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|
2021
Q2 | $497K | Buy |
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|
2021
Q1 | $227K | Hold |
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|
2020
Q4 | $217K | Buy |
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