Smith, Moore & Co’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
Q4 | – | Sell |
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|
2025
Q3 | $208K | Sell |
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|
2025
Q2 | $206K | Buy |
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|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $275K | Sell |
|
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|
2024
Q3 | $223K | Sell |
|
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|
2024
Q2 | $217K | Sell |
|
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|
2024
Q1 | $287K | Sell |
|
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|
2023
Q4 | $269K | Buy |
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $204K | Buy |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $228K | Sell |
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|
2022
Q1 | $538K | Sell |
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|
2021
Q4 | $721K | Buy |
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|
2021
Q3 | $1.07M | Buy |
|
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $962K | Sell |
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|
2020
Q4 | $948K | Buy |
|
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|
2020
Q3 | $619K | Buy |
|
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|
2020
Q2 | $342K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Sell |
|
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|
2019
Q3 | $216K | Sell |
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|
2019
Q2 | $253K | Buy |
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|
2019
Q1 | $252K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $280K | Buy |
|