Secure Asset Management’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
3,845
-9,395
| -71% | -$638K | 0.05% | 262 |
|
|
2025
Q1 | $719K | Buy |
13,240
+944
| +8% | +$51.3K | 0.14% | 140 |
|
|
2024
Q4 | $1.05M | Buy |
12,296
+108
| +0.9% | +$9.18K | 0.16% | 128 |
|
|
2024
Q3 | $818K | Sell |
12,188
-260
| -2% | -$17.5K | 0.14% | 148 |
|
|
2024
Q2 | $803K | Buy |
12,448
+8,940
| +255% | +$577K | 0.15% | 133 |
|
|
2024
Q1 | $297K | Buy |
3,508
+125
| +4% | +$10.6K | 0.07% | 184 |
|
|
2023
Q4 | $262K | Buy |
+3,383
| New | +$262K | 0.07% | 186 |
|