Tyler-Stone 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
Q2 | $363K | Hold |
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|
2025
Q1 | $291K | Sell |
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|
2024
Q4 | $458K | Hold |
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|
2024
Q3 | $362K | Buy |
|
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|
2024
Q2 | $175K | Sell |
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|
2024
Q1 | $232K | Hold |
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|
2023
Q4 | $213K | Hold |
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|
2023
Q3 | $122K | Buy |
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|
2023
Q2 | $176K | Buy |
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|
2022
Q4 | $166K | Hold |
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|
2022
Q3 | $146K | Hold |
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|
2022
Q2 | $163K | Buy |
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|
2022
Q1 | $347K | Hold |
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|
2021
Q4 | $413K | Buy |
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