Templeton & Phillips Capital Management’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Sell
3,103
-22,133
-88% -$1.5M 0.15% 37
2025
Q1
$1.37M Buy
25,236
+1,094
+5% +$59.4K 0.99% 19
2024
Q4
$2.05M Buy
24,142
+4,788
+25% +$407K 1.63% 11
2024
Q3
$1.3M Buy
+19,354
New +$1.3M 1.01% 21