Tyler-Stone 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 | $363K | Hold |
5,350
| – | – | 0.06% | 236 |
|
|
2025
Q1 | $291K | Sell |
5,350
-40
| -0.7% | -$2.17K | 0.05% | 264 |
|
|
2024
Q4 | $458K | Hold |
5,390
| – | – | 0.08% | 204 |
|
|
2024
Q3 | $362K | Buy |
5,390
+2,670
| +98% | +$179K | 0.07% | 223 |
|
|
2024
Q2 | $175K | Sell |
2,720
-28
| -1% | -$1.81K | 0.07% | 207 |
|
|
2024
Q1 | $232K | Hold |
2,748
| – | – | 0.1% | 176 |
|
|
2023
Q4 | $213K | Hold |
2,748
| – | – | 0.11% | 172 |
|
|
2023
Q3 | $122K | Buy |
2,748
+100
| +4% | +$4.44K | 0.07% | 224 |
|
|
2023
Q2 | $176K | Buy |
+2,648
| New | +$176K | 0.1% | 176 |
|
|
2022
Q4 | $166K | Hold |
2,648
| – | – | 0.11% | 162 |
|
|
2022
Q3 | $146K | Hold |
2,648
| – | – | 0.11% | 164 |
|
|
2022
Q2 | $163K | Buy |
2,648
+90
| +4% | +$5.54K | 0.11% | 170 |
|
|
2022
Q1 | $347K | Hold |
2,558
| – | – | 0.19% | 110 |
|
|
2021
Q4 | $413K | Buy |
+2,558
| New | +$413K | 0.22% | 99 |
|