Silvercrest Asset 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
Q1 | – | Sell |
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|
2024
Q4 | $266K | Hold |
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|
2024
Q3 | $210K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $224K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $323K | Buy |
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|
2021
Q4 | $358K | Sell |
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|
2021
Q3 | $750K | Sell |
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|
2021
Q2 | $889K | Buy |
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|
2021
Q1 | $646K | Buy |
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|
2020
Q4 | $532K | Buy |
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|
2020
Q3 | $391K | Buy |
|