TWP
XYZ

Tempus Wealth Planning’s Block Inc XYZ Stock Holding History

Tempus Wealth Planning’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,510
Closed -$213K – 275
2024
Q4 		$213K Sell
2,510
-2,559
-50% -$210K 0.07% 229
2024
Q3 		$340K Sell
5,069
-334
-6% -$21.6K 0.12% 158
2024
Q2 		$348K Buy
5,403
+263
+5% +$18.4K 0.15% 140
2024
Q1 		$435K Sell
5,140
-72
-1% -$5.21K 0.19% 122
2023
Q4 		$403K Buy
+5,212
New +$295K 0.18% 124
2023
Q3 		– Sell
-3,915
Closed -$261K – 195
2023
Q2 		$261K Buy
3,915
+466
+14% +$29.1K 0.12% 150
2023
Q1 		$237K Sell
3,449
-1,107
-24% -$82.9K 0.12% 153
2022
Q4 		$286K Buy
+4,556
New +$281K 0.17% 134
2022
Q2 		– Sell
-3,138
Closed -$426K – 147
2022
Q1 		$426K Buy
+3,138
New +$380K 0.3% 83

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM