United Capital Financial 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
Q2 | $606K | Buy |
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|
2025
Q1 | $474K | Buy |
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|
2024
Q4 | $701K | Sell |
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|
2024
Q3 | $568K | Buy |
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|
2024
Q2 | $523K | Sell |
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|
2024
Q1 | $762K | Buy |
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|
2023
Q4 | $640K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $418K | Sell |
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|
2022
Q4 | $631K | Sell |
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|
2022
Q3 | $679K | Sell |
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|
2022
Q2 | $854K | Sell |
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|
2022
Q1 | $2.17M | Sell |
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|
2021
Q4 | $6.74M | Buy |
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|
2021
Q3 | $9.93M | Sell |
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|
2021
Q2 | $10.3M | Buy |
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|
2021
Q1 | $7.91M | Buy |
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|
2020
Q4 | $6.66M | Buy |
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|
2020
Q3 | $3.44M | Sell |
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|
2020
Q2 | $3.55M | Sell |
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|
2020
Q1 | $1.85M | Sell |
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|
2019
Q4 | $2.43M | Buy |
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|
2019
Q3 | $2.36M | Sell |
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|
2019
Q2 | $2.89M | Sell |
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|
2019
Q1 | $5.5M | Buy |
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|
2018
Q4 | $1.48M | Buy |
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|
2018
Q3 | $2.37M | Buy |
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|
2018
Q2 | $1.34M | Buy |
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|
2018
Q1 | $292K | Sell |
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|
2017
Q4 | $364K | Buy |
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