Vontobel Holding’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.43M | Sell |
123,541
-15,021
| -11% | -$913K | 0.03% | 301 |
|
|
2025
Q4 | $9.02M | Buy |
138,562
+21,680
| +19% | +$1.5M | 0.03% | 302 |
|
|
2025
Q3 | $8.45M | Sell |
116,882
-16,232
| -12% | -$1.21M | 0.03% | 289 |
|
|
2025
Q2 | $9.04M | Sell |
133,114
-36,122
| -21% | -$2.1M | 0.03% | 272 |
|
|
2025
Q1 | $9.19M | Buy |
169,236
+13,883
| +9% | +$1.04M | 0.03% | 237 |
|
|
2024
Q4 | $13.2M | Sell |
155,353
-298,192
| -66% | -$24.5M | 0.05% | 193 |
|
|
2024
Q3 | $30.4M | Buy |
453,545
+282,550
| +165% | +$18.3M | 0.1% | 135 |
|
|
2024
Q2 | $11M | Buy |
170,995
+13,945
| +9% | +$976K | 0.04% | 210 |
|
|
2024
Q1 | $13.3M | Sell |
157,050
-42,853
| -21% | -$3.1M | 0.11% | 176 |
|
|
2023
Q4 | $15.5M | Sell |
199,903
-53,643
| -21% | -$3.03M | 0.13% | 158 |
|
|
2023
Q3 | $11.2M | Buy |
253,546
+39,891
| +19% | +$2.47M | 0.1% | 186 |
|
|
2023
Q2 | $14.2M | Buy |
213,655
+35,676
| +20% | +$2.23M | 0.12% | 168 |
|
|
2023
Q1 | $12.2M | Sell |
177,979
-9,483
| -5% | -$710K | 0.11% | 183 |
|
|
2022
Q4 | $11.1M | Sell |
187,462
-98,047
| -34% | -$6.05M | 0.11% | 188 |
|
|
2022
Q3 | $15.7M | Buy |
285,509
+47,165
| +20% | +$3.34M | 0.18% | 124 |
|
|
2022
Q2 | $15.2M | Buy |
238,344
+55,690
| +30% | +$5.09M | 0.16% | 135 |
|
|
2022
Q1 | $25.6M | Buy |
182,654
+68,575
| +60% | +$8.3M | 0.22% | 103 |
|
|
2021
Q4 | $18.9M | Buy |
114,079
+41,458
| +57% | +$8.98M | 0.16% | 134 |
|
|
2021
Q3 | $17.4M | Buy |
72,621
+1,278
| +2% | +$328K | 0.15% | 132 |
|
|
2021
Q2 | $17.8M | Buy |
71,343
+18,947
| +36% | +$4.39M | 0.15% | 122 |
|
|
2021
Q1 | $11.9M | Buy |
52,396
+13,853
| +36% | +$3.24M | 0.09% | 147 |
|
|
2020
Q4 | $10M | Buy |
+38,543
| New | +$7.52M | 0.07% | 175 |
|
Other funds holding XYZ
VCM
VPM
