TFC Financial Management’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
Q3 | $1.45K | Buy |
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|
2025
Q2 | $748 | Buy |
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|
2025
Q1 | $435 | Hold |
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|
2024
Q4 | $680 | Hold |
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|
2024
Q3 | $538 | Sell |
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|
2024
Q2 | $710 | Hold |
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|
2024
Q1 | $931 | Buy |
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|
2023
Q4 | $619 | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $62.6K | Sell |
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|
2023
Q1 | $94.5K | Buy |
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|
2022
Q4 | $58.8K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $23K | Sell |
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|
2021
Q3 | $39K | Buy |
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|
2021
Q2 | $37K | Buy |
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|
2021
Q1 | $30K | Buy |
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|
2020
Q4 | $24K | Hold |
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|
2020
Q3 | $18K | Buy |
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