ViaWealth’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 | $448K | Buy |
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|
2025
Q1 | $332K | Buy |
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|
2024
Q4 | $443K | Sell |
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|
2024
Q3 | $385K | Buy |
|
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|
2024
Q2 | $365K | Sell |
|
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|
2024
Q1 | $503K | Sell |
|
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|
2023
Q4 | $479K | Hold |
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|
2023
Q3 | $274K | Sell |
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|
2023
Q2 | $504K | Sell |
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|
2023
Q1 | $646K | Sell |
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|
2022
Q4 | $702K | Buy |
|