U.S. Capital Wealth Advisors’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
$1.19M Sell
2025
Q2
$1.16M Sell
2025
Q1
$941K Buy
2023
Q1
Sell
2022
Q4
$127K Buy
2022
Q3
Sell
2022
Q2
$203K Buy
2022
Q1
$396K Sell
2021
Q4
$564K Buy
2021
Q3
$823K Buy