Sequoia Financial Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $901K | Buy |
14,979
+1,563
| +12% | +$95K | 0.01% | 941 |
|
|
2025
Q4 | $873K | Buy |
13,416
+2,320
| +21% | +$160K | ﹤0.01% | 959 |
|
|
2025
Q3 | $802K | Buy |
11,096
+2,127
| +24% | +$159K | ﹤0.01% | 896 |
|
|
2025
Q2 | $609K | Buy |
8,969
+1,582
| +21% | +$92K | ﹤0.01% | 907 |
|
|
2025
Q1 | $401K | Sell |
7,387
-1,732
| -19% | -$129K | ﹤0.01% | 946 |
|
|
2024
Q4 | $775K | Buy |
9,119
+797
| +10% | +$65.4K | 0.01% | 662 |
|
|
2024
Q3 | $559K | Buy |
8,322
+1,089
| +15% | +$70.3K | 0.01% | 711 |
|
|
2024
Q2 | $466K | Sell |
7,233
-444
| -6% | -$31.1K | 0.01% | 716 |
|
|
2024
Q1 | $649K | Sell |
7,677
-5,913
| -44% | -$428K | 0.01% | 601 |
|
|
2023
Q4 | $1.05M | Buy |
+13,590
| New | +$768K | 0.01% | 511 |
|
|
2023
Q3 | – | Sell |
-7,093
| Closed | -$472K | – | 1018 |
|
|
2023
Q2 | $472K | Buy |
7,093
+118
| +2% | +$7.37K | 0.01% | 540 |
|
|
2023
Q1 | $479K | Buy |
6,975
+707
| +11% | +$52.9K | 0.01% | 469 |
|
|
2022
Q4 | $394K | Buy |
+6,268
| New | +$387K | 0.01% | 503 |
|
|
2022
Q2 | – | Sell |
-2,970
| Closed | -$403K | – | 696 |
|
|
2022
Q1 | $403K | Buy |
2,970
+897
| +43% | +$109K | 0.01% | 409 |
|
|
2021
Q4 | $335K | Buy |
+2,073
| New | +$449K | 0.01% | 414 |
|
|
2021
Q3 | – | Sell |
-1,521
| Closed | -$371K | – | 477 |
|
|
2021
Q2 | $371K | Buy |
1,521
+328
| +27% | +$76.1K | 0.01% | 330 |
|
|
2021
Q1 | $271K | Buy |
1,193
+49
| +4% | +$11.5K | 0.01% | 361 |
|
|
2020
Q4 | $249K | Buy |
+1,144
| New | +$223K | 0.01% | 353 |
|
|
2018
Q4 | – | Sell |
-2,254
| Closed | -$223K | – | 336 |
|
|
2018
Q3 | $223K | Buy |
+2,254
| New | +$174K | 0.02% | 284 |
|
Other funds holding XYZ
VCM
VPM
