ViaWealth’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
6,592
+475
| +8% | +$32.3K | 0.26% | 107 |
|
|
2025
Q1 | $332K | Buy |
6,117
+900
| +17% | +$48.9K | 0.21% | 125 |
|
|
2024
Q4 | $443K | Sell |
5,217
-525
| -9% | -$44.6K | 0.27% | 110 |
|
|
2024
Q3 | $385K | Buy |
5,742
+75
| +1% | +$5.04K | 0.22% | 119 |
|
|
2024
Q2 | $365K | Sell |
5,667
-275
| -5% | -$17.7K | 0.23% | 123 |
|
|
2024
Q1 | $503K | Sell |
5,942
-250
| -4% | -$21.1K | 0.31% | 99 |
|
|
2023
Q4 | $479K | Hold |
6,192
| – | – | 0.33% | 101 |
|
|
2023
Q3 | $274K | Sell |
6,192
-1,375
| -18% | -$60.9K | 0.2% | 136 |
|
|
2023
Q2 | $504K | Sell |
7,567
-1,841
| -20% | -$123K | 0.38% | 92 |
|
|
2023
Q1 | $646K | Sell |
9,408
-750
| -7% | -$51.5K | 0.51% | 66 |
|
|
2022
Q4 | $702K | Buy |
+10,158
| New | +$702K | 0.58% | 59 |
|