Rothschild Investment LLC’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 | $21.1K | Buy |
310
+16
| +5% | +$1.09K | ﹤0.01% | 1007 |
|
|
2025
Q1 | $16K | Sell |
294
-2
| -0.7% | -$109 | ﹤0.01% | 1065 |
|
|
2024
Q4 | $25.2K | Buy |
296
+15
| +5% | +$1.28K | ﹤0.01% | 944 |
|
|
2024
Q3 | $18.9K | Sell |
281
-47
| -14% | -$3.16K | ﹤0.01% | 1013 |
|
|
2024
Q2 | $21.2K | Buy |
328
+78
| +31% | +$5.03K | ﹤0.01% | 958 |
|
|
2024
Q1 | $21.1K | Hold |
250
| – | – | ﹤0.01% | 909 |
|
|
2023
Q4 | $19.3K | Buy |
+250
| New | +$19.3K | ﹤0.01% | 873 |
|
|
2022
Q3 | – | Sell |
-26,195
| Closed | -$1.61M | – | 504 |
|
|
2022
Q2 | $1.61M | Sell |
26,195
-4,518
| -15% | -$278K | 0.15% | 144 |
|
|
2022
Q1 | $4.17M | Buy |
30,713
+2,111
| +7% | +$286K | 0.33% | 88 |
|
|
2021
Q4 | $4.62M | Sell |
28,602
-635
| -2% | -$103K | 0.36% | 76 |
|
|
2021
Q3 | $7.01M | Buy |
+29,237
| New | +$7.01M | 0.59% | 53 |
|