Tower View Wealth Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340 | Hold |
5
| – | – | ﹤0.01% | 189 |
|
|
2025
Q1 | $272 | Hold |
5
| – | – | ﹤0.01% | 182 |
|
|
2024
Q4 | $425 | Buy |
+5
| New | +$425 | ﹤0.01% | 192 |
|
|
2023
Q1 | – | Sell |
-20,911
| Closed | -$1.31M | – | 168 |
|
|
2022
Q4 | $1.31M | Sell |
20,911
-308
| -1% | -$19.4K | 0.91% | 42 |
|
|
2022
Q3 | $1.17M | Buy |
21,219
+9
| +0% | +$495 | 0.89% | 44 |
|
|
2022
Q2 | $1.3M | Buy |
21,210
+4,269
| +25% | +$262K | 0.96% | 42 |
|
|
2022
Q1 | $2.3M | Buy |
16,941
+4,543
| +37% | +$616K | 1.24% | 36 |
|
|
2021
Q4 | $2M | Buy |
12,398
+2,995
| +32% | +$484K | 1.02% | 38 |
|
|
2021
Q3 | $2.26M | Sell |
9,403
-2,655
| -22% | -$637K | 1.25% | 35 |
|
|
2021
Q2 | $2.94M | Sell |
12,058
-39
| -0.3% | -$9.51K | 1.49% | 33 |
|
|
2021
Q1 | $2.75M | Sell |
12,097
-902
| -7% | -$205K | 1.5% | 30 |
|
|
2020
Q4 | $2.83M | Sell |
12,999
-2,110
| -14% | -$459K | 1.61% | 30 |
|
|
2020
Q3 | $2.46M | Sell |
15,109
-800
| -5% | -$130K | 1.6% | 30 |
|
|
2020
Q2 | $1.67M | Buy |
15,909
+2,335
| +17% | +$245K | 1.22% | 39 |
|
|
2020
Q1 | $711K | Buy |
13,574
+2,757
| +25% | +$144K | 0.64% | 51 |
|
|
2019
Q4 | $677K | Buy |
10,817
+217
| +2% | +$13.6K | 0.51% | 56 |
|
|
2019
Q3 | $657K | Buy |
10,600
+770
| +8% | +$47.7K | 0.54% | 54 |
|
|
2019
Q2 | $713K | Buy |
9,830
+100
| +1% | +$7.25K | 0.61% | 51 |
|
|
2019
Q1 | $729K | Buy |
9,730
+430
| +5% | +$32.2K | 0.65% | 48 |
|
|
2018
Q4 | $522K | Buy |
9,300
+1,155
| +14% | +$64.8K | 0.54% | 51 |
|
|
2018
Q3 | $806K | Sell |
8,145
-5,370
| -40% | -$531K | 0.7% | 49 |
|
|
2018
Q2 | $833K | Buy |
13,515
+80
| +0.6% | +$4.93K | 0.79% | 50 |
|
|
2018
Q1 | $661K | Sell |
13,435
-3,325
| -20% | -$164K | 0.66% | 50 |
|
|
2017
Q4 | $581K | Buy |
+16,760
| New | +$581K | 0.54% | 57 |
|