USWG
XYZ

U.S. Wealth Group’s Block, Inc. XYZ Stock Holding History

U.S. Wealth Group’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$924K Buy
13,602
+5,972
+78% +$406K 0.72% 34
2025
Q1 		$415K Hold
7,630
– – 0.33% 34
2024
Q4 		$648K Buy
+7,630
New +$648K 0.49% 34