Rothschild Investment LLC’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
$21.1K Buy
2025
Q1
$16K Sell
2024
Q4
$25.2K Buy
2024
Q3
$18.9K Sell
2024
Q2
$21.2K Buy
2024
Q1
$21.1K Hold
2023
Q4
$19.3K Buy
2022
Q3
Sell
2022
Q2
$1.61M Sell
2022
Q1
$4.17M Buy
2021
Q4
$4.62M Sell
2021
Q3
$7.01M Buy