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XYZ

Summit Trail Advisors’s Block Inc XYZ Stock Holding History

Summit Trail Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.17M Buy
2025
Q2 		$607K Buy
2024
Q4 		– Sell
2024
Q3 		$434K Buy
2022
Q1 		– Sell
2021
Q4 		$205K Buy
2021
Q3 		$278K Buy
2021
Q2 		$237K Buy
2018
Q2 		– Sell
2018
Q1 		$298K Buy
2017
Q4 		$11K Buy