Toth Financial Advisory’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-5
| Closed | -$326 | – | 1038 |
|
|
2025
Q4 | $326 | Sell |
5
-455
| -99% | -$31.4K | ﹤0.01% | 830 |
|
|
2025
Q3 | $33.2K | Hold |
460
| – | – | ﹤0.01% | 410 |
|
|
2025
Q2 | $31.2K | Sell |
460
-330
| -42% | -$19.2K | ﹤0.01% | 377 |
|
|
2025
Q1 | $42.9K | Sell |
790
-6,510
| -89% | -$486K | 0.01% | 307 |
|
|
2024
Q4 | $620K | Buy |
7,300
+7,260
| +18,150% | +$596K | 0.07% | 149 |
|
|
2024
Q3 | $2.69K | Sell |
40
-50
| -56% | -$3.23K | ﹤0.01% | 567 |
|
|
2024
Q2 | $5.8K | Hold |
90
| – | – | ﹤0.01% | 515 |
|
|
2024
Q1 | $7.61K | Hold |
90
| – | – | ﹤0.01% | 482 |
|
|
2023
Q4 | $6.96K | Hold |
90
| – | – | ﹤0.01% | 492 |
|
|
2023
Q3 | $3.98K | Hold |
90
| – | – | ﹤0.01% | 562 |
|
|
2023
Q2 | $5.99K | Hold |
90
| – | – | ﹤0.01% | 534 |
|
|
2023
Q1 | $6.18K | Hold |
90
| – | – | ﹤0.01% | 514 |
|
|
2022
Q4 | $5.66K | Sell |
90
-57
| -39% | -$3.52K | ﹤0.01% | 491 |
|
|
2022
Q3 | $8K | Sell |
147
-1
| -0.7% | -$71 | ﹤0.01% | 507 |
|
|
2022
Q2 | $9K | Buy |
148
+1
| +0.7% | +$91 | ﹤0.01% | 460 |
|
|
2022
Q1 | $20K | Sell |
147
-15
| -9% | -$1.82K | ﹤0.01% | 390 |
|
|
2021
Q4 | $26K | Sell |
162
-10
| -6% | -$2.17K | ﹤0.01% | 368 |
|
|
2021
Q3 | $41K | Buy |
172
+50
| +41% | +$12.8K | 0.01% | 327 |
|
|
2021
Q2 | $30K | Hold |
122
| – | – | ﹤0.01% | 329 |
|
|
2021
Q1 | $28K | Buy |
122
+40
| +49% | +$9.36K | ﹤0.01% | 344 |
|
|
2020
Q4 | $18K | Buy |
+82
| New | +$16K | ﹤0.01% | 361 |
|
|
2020
Q1 | – | Sell |
-50
| Closed | -$3K | – | 541 |
|
|
2019
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 399 |
|
|
2019
Q3 | $3K | Sell |
50
-275
| -85% | -$18.7K | ﹤0.01% | 389 |
|
|
2019
Q2 | $24K | Sell |
325
-7,125
| -96% | -$498K | 0.01% | 269 |
|
|
2019
Q1 | $558K | Buy |
+7,450
| New | +$540K | 0.13% | 105 |
|
|
2018
Q4 | – | Sell |
-220
| Closed | -$22K | – | 473 |
|
|
2018
Q3 | $22K | Buy |
+220
| New | +$17K | ﹤0.01% | 266 |
|
|
2018
Q2 | – | Sell |
-350
| Closed | -$17K | – | 476 |
|
|
2018
Q1 | $17K | Hold |
350
| – | – | ﹤0.01% | 283 |
|
|
2017
Q4 | $12K | Buy |
+350
| New | +$12.8K | ﹤0.01% | 311 |
|
Other funds holding XYZ
VCM
VPM
