Tempus Wealth Planning’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,510
| Closed | -$213K | – | 275 |
|
|
2024
Q4 | $213K | Sell |
2,510
-2,559
| -50% | -$217K | 0.07% | 229 |
|
|
2024
Q3 | $340K | Sell |
5,069
-334
| -6% | -$22.4K | 0.12% | 158 |
|
|
2024
Q2 | $348K | Buy |
5,403
+263
| +5% | +$17K | 0.15% | 140 |
|
|
2024
Q1 | $435K | Sell |
5,140
-72
| -1% | -$6.09K | 0.19% | 122 |
|
|
2023
Q4 | $403K | Buy |
+5,212
| New | +$403K | 0.18% | 124 |
|
|
2023
Q3 | – | Sell |
-3,915
| Closed | -$261K | – | 195 |
|
|
2023
Q2 | $261K | Buy |
3,915
+466
| +14% | +$31K | 0.12% | 150 |
|
|
2023
Q1 | $237K | Sell |
3,449
-1,107
| -24% | -$76K | 0.12% | 153 |
|
|
2022
Q4 | $286K | Buy |
+4,556
| New | +$286K | 0.17% | 134 |
|
|
2022
Q2 | – | Sell |
-3,138
| Closed | -$426K | – | 147 |
|
|
2022
Q1 | $426K | Buy |
+3,138
| New | +$426K | 0.3% | 83 |
|