SJS Investment Consulting’s Block, Inc. XYZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$612 Sell
9
-118
-93% -$8.02K ﹤0.01% 1039
2025
Q1
$6.9K Sell
127
-7
-5% -$380 ﹤0.01% 401
2024
Q4
$11.4K Sell
134
-5
-4% -$425 ﹤0.01% 338
2024
Q3
$9.33K Buy
139
+7
+5% +$470 ﹤0.01% 379
2024
Q2
$8.51K Hold
132
﹤0.01% 355
2024
Q1
$11.2K Sell
132
-4
-3% -$338 ﹤0.01% 340
2023
Q4
$10.5K Buy
136
+107
+369% +$8.28K ﹤0.01% 292
2023
Q3
$1.28K Buy
29
+2
+7% +$89 ﹤0.01% 821
2023
Q2
$1.8K Buy
27
+6
+29% +$400 ﹤0.01% 643
2023
Q1
$1.44K Sell
21
-22
-51% -$1.51K ﹤0.01% 725
2022
Q4
$2.7K Sell
43
-85
-66% -$5.34K ﹤0.01% 505
2022
Q3
$7K Buy
+128
New +$7K ﹤0.01% 311
2022
Q1
$44K Buy
329
+11
+3% +$1.47K 0.01% 190
2021
Q4
$51K Buy
+318
New +$51K 0.02% 170