Trust Company of Vermont’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 | $42.8K | Hold |
630
| – | – | ﹤0.01% | 565 |
|
|
2025
Q1 | $34.2K | Hold |
630
| – | – | ﹤0.01% | 583 |
|
|
2024
Q4 | $53.5K | Sell |
630
-100
| -14% | -$8.5K | ﹤0.01% | 520 |
|
|
2024
Q3 | $49K | Buy |
730
+45
| +7% | +$3.02K | ﹤0.01% | 522 |
|
|
2024
Q2 | $44.2K | Sell |
685
-17
| -2% | -$1.1K | ﹤0.01% | 511 |
|
|
2024
Q1 | $59.4K | Buy |
+702
| New | +$59.4K | ﹤0.01% | 468 |
|
|
2023
Q4 | – | Sell |
-685
| Closed | -$30.3K | – | 898 |
|
|
2023
Q3 | $30.3K | Hold |
685
| – | – | ﹤0.01% | 515 |
|
|
2023
Q2 | $45.6K | Hold |
685
| – | – | ﹤0.01% | 491 |
|
|
2023
Q1 | $47K | Buy |
+685
| New | +$47K | ﹤0.01% | 501 |
|
|
2022
Q1 | – | Sell |
-80
| Closed | -$13K | – | 764 |
|
|
2021
Q4 | $13K | Buy |
+80
| New | +$13K | ﹤0.01% | 636 |
|
|
2021
Q3 | – | Sell |
-94
| Closed | -$23K | – | 737 |
|
|
2021
Q2 | $23K | Hold |
94
| – | – | ﹤0.01% | 551 |
|
|
2021
Q1 | $21K | Sell |
94
-1
| -1% | -$223 | ﹤0.01% | 546 |
|
|
2020
Q4 | $21K | Sell |
95
-5
| -5% | -$1.11K | ﹤0.01% | 542 |
|
|
2020
Q3 | $16K | Sell |
100
-35
| -26% | -$5.6K | ﹤0.01% | 561 |
|
|
2020
Q2 | $14K | Sell |
135
-63
| -32% | -$6.53K | ﹤0.01% | 583 |
|
|
2020
Q1 | $10K | Buy |
198
+150
| +313% | +$7.58K | ﹤0.01% | 664 |
|
|
2019
Q4 | $3K | Hold |
48
| – | – | ﹤0.01% | 859 |
|
|
2019
Q3 | $3K | Hold |
48
| – | – | ﹤0.01% | 911 |
|
|
2019
Q2 | $3K | Sell |
48
-26
| -35% | -$1.63K | ﹤0.01% | 926 |
|
|
2019
Q1 | $6K | Sell |
74
-174
| -70% | -$14.1K | ﹤0.01% | 778 |
|
|
2018
Q4 | $14K | Buy |
248
+48
| +24% | +$2.71K | ﹤0.01% | 684 |
|
|
2018
Q3 | $20K | Buy |
+200
| New | +$20K | ﹤0.01% | 688 |
|