Spire Wealth Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.1K | Sell |
1,179
-96
| -8% | -$6.52K | ﹤0.01% | 1050 |
|
|
2025
Q1 | $69.3K | Sell |
1,275
-11,619
| -90% | -$631K | ﹤0.01% | 1175 |
|
|
2024
Q4 | $1.1M | Buy |
12,894
+11,053
| +600% | +$939K | 0.03% | 371 |
|
|
2024
Q3 | $124K | Buy |
1,841
+400
| +28% | +$26.9K | ﹤0.01% | 846 |
|
|
2024
Q2 | $92.9K | Buy |
1,441
+36
| +3% | +$2.32K | ﹤0.01% | 910 |
|
|
2024
Q1 | $119K | Sell |
1,405
-591
| -30% | -$50K | ﹤0.01% | 936 |
|
|
2023
Q4 | $131K | Buy |
1,996
+9
| +0.5% | +$593 | ﹤0.01% | 916 |
|
|
2023
Q3 | $88K | Sell |
1,987
-174
| -8% | -$7.7K | ﹤0.01% | 990 |
|
|
2023
Q2 | $144K | Buy |
2,161
+51
| +2% | +$3.4K | 0.01% | 840 |
|
|
2023
Q1 | $145K | Buy |
2,110
+792
| +60% | +$54.4K | 0.01% | 836 |
|
|
2022
Q4 | $83K | Sell |
1,318
-721
| -35% | -$45.4K | ﹤0.01% | 811 |
|
|
2022
Q3 | $112K | Sell |
2,039
-5,663
| -74% | -$311K | 0.01% | 675 |
|
|
2022
Q2 | $473K | Sell |
7,702
-2,595
| -25% | -$159K | 0.02% | 493 |
|
|
2022
Q1 | $1.4M | Sell |
10,297
-1,301
| -11% | -$176K | 0.04% | 322 |
|
|
2021
Q4 | $1.88M | Sell |
11,598
-1,343
| -10% | -$217K | 0.04% | 324 |
|
|
2021
Q3 | $3.06M | Buy |
12,941
+3,911
| +43% | +$925K | 0.08% | 221 |
|
|
2021
Q2 | $2.2M | Sell |
9,030
-1,433
| -14% | -$349K | 0.06% | 275 |
|
|
2021
Q1 | $2.36M | Buy |
+10,463
| New | +$2.36M | 0.06% | 248 |
|