Washington Trust Advisors’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 | $51.6K | Hold |
759
| – | – | ﹤0.01% | 320 |
|
|
2025
Q1 | $41.2K | Sell |
759
-36
| -5% | -$1.96K | ﹤0.01% | 341 |
|
|
2024
Q4 | $67.6K | Buy |
795
+42
| +6% | +$3.57K | 0.01% | 297 |
|
|
2024
Q3 | $50.5K | Buy |
753
+51
| +7% | +$3.42K | ﹤0.01% | 316 |
|
|
2024
Q2 | $45.3K | Buy |
702
+44
| +7% | +$2.84K | ﹤0.01% | 326 |
|
|
2024
Q1 | $55.7K | Buy |
658
+42
| +7% | +$3.55K | 0.01% | 303 |
|
|
2023
Q4 | $47.6K | Buy |
616
+172
| +39% | +$13.3K | ﹤0.01% | 316 |
|
|
2023
Q3 | $19.7K | Hold |
444
| – | – | ﹤0.01% | 393 |
|
|
2023
Q2 | $29.6K | Buy |
444
+40
| +10% | +$2.66K | ﹤0.01% | 350 |
|
|
2023
Q1 | $27.7K | Buy |
404
+103
| +34% | +$7.07K | ﹤0.01% | 373 |
|
|
2022
Q4 | $18.9K | Sell |
301
-408
| -58% | -$25.6K | ﹤0.01% | 427 |
|
|
2022
Q3 | $39K | Sell |
709
-153
| -18% | -$8.42K | ﹤0.01% | 420 |
|
|
2022
Q2 | $53K | Buy |
862
+110
| +15% | +$6.76K | ﹤0.01% | 387 |
|
|
2022
Q1 | $102K | Sell |
752
-132
| -15% | -$17.9K | 0.01% | 330 |
|
|
2021
Q4 | $143K | Buy |
+884
| New | +$143K | 0.01% | 307 |
|