Tower View Wealth 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 | $362 | Hold |
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|
2025
Q2 | $340 | Hold |
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|
2025
Q1 | $272 | Hold |
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|
2024
Q4 | $425 | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $1.3M | Buy |
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|
2022
Q1 | $2.3M | Buy |
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|
2021
Q4 | $2M | Buy |
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|
2021
Q3 | $2.25M | Sell |
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|
2021
Q2 | $2.94M | Sell |
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|
2021
Q1 | $2.75M | Sell |
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|
2020
Q4 | $2.83M | Sell |
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|
2020
Q3 | $2.46M | Sell |
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|
2020
Q2 | $1.67M | Buy |
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|
2020
Q1 | $711K | Buy |
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|
2019
Q4 | $677K | Buy |
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|
2019
Q3 | $657K | Buy |
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|
2019
Q2 | $713K | Buy |
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|
2019
Q1 | $729K | Buy |
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|
2018
Q4 | $522K | Buy |
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|
2018
Q3 | $806K | Sell |
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|
2018
Q2 | $833K | Buy |
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|
2018
Q1 | $661K | Sell |
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|
2017
Q4 | $581K | Buy |
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