Simon Quick 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $214K | Buy |
|
|||||
|
2024
Q4 | $203K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $251K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $30K | Buy |
|
|||||
|
2021
Q4 | $33K | Sell |
|
|||||
|
2021
Q3 | $58K | Buy |
|
|||||
|
2021
Q2 | $48K | Hold |
|
|||||
|
2021
Q1 | $45K | Hold |
|
|||||
|
2020
Q4 | $44K | Buy |
|