Finivi Inc.’s Block Inc XYZ Stock Holding History

Finivi Inc.’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	$786K	Buy
2025 Q2	$716K	Buy
2025 Q1	$531K	Buy
2024 Q4	$791K	Buy
2021 Q4	$345K	Buy