Venturi Wealth Management’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 | $918K | Buy |
|
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|
2024
Q4 | $1.01M | Buy |
|
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|
2024
Q3 | $120K | Buy |
|
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|
2024
Q2 | $115K | Buy |
|
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|
2024
Q1 | $148K | Sell |
|
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|
2023
Q4 | $176K | Sell |
|
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|
2023
Q3 | $149K | Sell |
|
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|
2023
Q2 | $225K | Buy |
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|
2023
Q1 | $206K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $245K | Buy |
|