Spire Wealth Management’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
Q3 | $86.2K | Buy |
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|
2025
Q2 | $80.1K | Sell |
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|
2025
Q1 | $69.3K | Sell |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $124K | Buy |
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|
2024
Q2 | $92.9K | Buy |
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|
2024
Q1 | $119K | Sell |
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|
2023
Q4 | $131K | Buy |
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|
2023
Q3 | $88K | Sell |
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|
2023
Q2 | $144K | Buy |
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|
2023
Q1 | $145K | Buy |
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|
2022
Q4 | $83K | Sell |
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|
2022
Q3 | $112K | Sell |
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|
2022
Q2 | $473K | Sell |
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|
2022
Q1 | $1.4M | Sell |
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|
2021
Q4 | $1.88M | Sell |
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|
2021
Q3 | $3.06M | Buy |
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|
2021
Q2 | $2.2M | Sell |
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|
2021
Q1 | $2.36M | Buy |
|