Shelton Capital 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 | $1.56M | Hold |
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|
2025
Q1 | $1.25M | Hold |
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|
2024
Q4 | $1.95M | Hold |
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|
2024
Q3 | $1.54M | Hold |
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|
2024
Q2 | $1.48M | Hold |
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|
2024
Q1 | $1.95M | Sell |
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|
2023
Q4 | $1.79M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $993K | Sell |
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|
2022
Q3 | $929K | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $2.67M | Hold |
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|
2021
Q4 | $3.18M | Buy |
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|
2021
Q3 | $4.27M | Buy |
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|
2021
Q2 | $3.83M | Sell |
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|
2021
Q1 | $7.13M | Buy |
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|
2020
Q4 | $2.52M | Buy |
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|
2020
Q3 | $1.38M | Buy |
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|
2020
Q2 | $861K | Sell |
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|
2020
Q1 | $456K | Buy |
|