Vestor Capital’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26,506
| Closed | -$2.25M | – | 285 |
|
|
2024
Q4 | $2.25M | Buy |
+26,506
| New | +$2.25M | 0.17% | 90 |
|
|
2024
Q2 | – | Sell |
-211,926
| Closed | -$17.9M | – | 269 |
|
|
2024
Q1 | $17.9M | Buy |
211,926
+8,494
| +4% | +$718K | 1.51% | 17 |
|
|
2023
Q4 | $15.7M | Buy |
+203,432
| New | +$15.7M | 1.5% | 22 |
|
|
2023
Q3 | – | Sell |
-661
| Closed | -$44K | – | 283 |
|
|
2023
Q2 | $44K | Buy |
+661
| New | +$44K | ﹤0.01% | 254 |
|