SVB Wealth’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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $411K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $311K | Sell |
|
|||||
|
2024
Q1 | $420K | Buy |
|
|||||
|
2023
Q4 | $363K | Sell |
|
|||||
|
2023
Q3 | $290K | Sell |
|
|||||
|
2023
Q2 | $469K | Sell |
|
|||||
|
2023
Q1 | $689K | Buy |
|
|||||
|
2022
Q4 | $544K | Sell |
|
|||||
|
2022
Q3 | $538K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $276K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $313K | Buy |
|
|||||
|
2021
Q2 | $247K | Buy |
|