Summit Trail Advisors’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 | $1.07M | Buy |
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|
2025
Q3 | $1.17M | Buy |
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|
2025
Q2 | $607K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $434K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $205K | Buy |
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|
2021
Q3 | $278K | Buy |
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|
2021
Q2 | $237K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $298K | Buy |
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|
2017
Q4 | $11K | Buy |
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