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 |
|