Vinva Investment Management’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 | – | Sell |
-15,689
| Closed | -$868K | – | 449 |
|
|
2025
Q1 | $868K | Buy |
15,689
+5,420
| +53% | +$300K | 0.03% | 291 |
|
|
2024
Q4 | $898K | Sell |
10,269
-11,678
| -53% | -$1.02M | 0.03% | 302 |
|
|
2024
Q3 | $1.47M | Buy |
21,947
+1,012
| +5% | +$67.8K | 0.06% | 253 |
|
|
2024
Q2 | $1.33M | Sell |
20,935
-9,062
| -30% | -$574K | 0.07% | 256 |
|
|
2024
Q1 | $2.54M | Buy |
29,997
+12,256
| +69% | +$1.04M | 0.14% | 176 |
|
|
2023
Q4 | $1.41M | Buy |
+17,741
| New | +$1.41M | 0.1% | 220 |
|
|
2023
Q3 | – | Sell |
-14,295
| Closed | -$920K | – | 412 |
|
|
2023
Q2 | $920K | Buy |
14,295
+10,873
| +318% | +$700K | 0.08% | 243 |
|
|
2023
Q1 | $234K | Buy |
+3,422
| New | +$234K | 0.02% | 386 |
|