Tempus Wealth Planning’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 |
|
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|
2024
Q4 | $213K | Sell |
|
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|
2024
Q3 | $340K | Sell |
|
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|
2024
Q2 | $348K | Buy |
|
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|
2024
Q1 | $435K | Sell |
|
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|
2023
Q4 | $403K | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $261K | Buy |
|
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|
2023
Q1 | $237K | Sell |
|
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|
2022
Q4 | $286K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $426K | Buy |
|