Valeo 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 | – | Sell |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | $288K | Buy |
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|
2024
Q3 | $204K | Sell |
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|
2024
Q2 | $240K | Sell |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $297K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $258K | Sell |
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|
2023
Q1 | $412K | Buy |
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|
2022
Q4 | $341K | Buy |
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|
2022
Q3 | $195K | Sell |
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|
2022
Q2 | $228K | Sell |
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|
2022
Q1 | $598K | Buy |
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|
2021
Q4 | $485K | Buy |
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|
2021
Q3 | $681K | Buy |
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|
2021
Q2 | $661K | Buy |
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|
2021
Q1 | $519K | Buy |
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|
2020
Q4 | $485K | Buy |
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|
2020
Q3 | $222K | Sell |
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|
2020
Q2 | $369K | Sell |
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|
2020
Q1 | $226K | Buy |
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|
2019
Q4 | $219K | Buy |
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|
2019
Q3 | $192K | Buy |
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|
2019
Q2 | $88K | Buy |
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|
2019
Q1 | $26K | Hold |
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|
2018
Q4 | $19K | Buy |
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|
2018
Q3 | $23K | Sell |
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|
2018
Q2 | $24K | Buy |
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|
2018
Q1 | $14K | Buy |
|