Washington Trust’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 | – | Sell |
-30
| Closed | -$1.63K | – | 765 |
|
|
2025
Q1 | $1.63K | Sell |
30
-1,000
| -97% | -$74.6K | ﹤0.01% | 731 |
|
|
2024
Q4 | $87.5K | Hold |
1,030
| – | – | ﹤0.01% | 359 |
|
|
2024
Q3 | $69.1K | Hold |
1,030
| – | – | ﹤0.01% | 405 |
|
|
2024
Q2 | $66.4K | Buy |
1,030
+30
| +3% | +$2.1K | ﹤0.01% | 404 |
|
|
2024
Q1 | $84.6K | Hold |
1,000
| – | – | ﹤0.01% | 377 |
|
|
2023
Q4 | $77.3K | Sell |
1,000
-16
| -2% | -$905 | ﹤0.01% | 365 |
|
|
2023
Q3 | $45K | Hold |
1,016
| – | – | ﹤0.01% | 407 |
|
|
2023
Q2 | $67.6K | Hold |
1,016
| – | – | ﹤0.01% | 374 |
|
|
2023
Q1 | $69.7K | Hold |
1,016
| – | – | ﹤0.01% | 363 |
|
|
2022
Q4 | $63.8K | Sell |
1,016
-202
| -17% | -$12.5K | ﹤0.01% | 366 |
|
|
2022
Q3 | $67K | Sell |
1,218
-1
| -0.1% | -$71 | ﹤0.01% | 350 |
|
|
2022
Q2 | $75K | Sell |
1,219
-2
| -0.2% | -$183 | ﹤0.01% | 348 |
|
|
2022
Q1 | $165K | Buy |
1,221
+1
| +0.1% | +$121 | 0.01% | 279 |
|
|
2021
Q4 | $197K | Buy |
1,220
+180
| +17% | +$39K | 0.01% | 264 |
|
|
2021
Q3 | $250K | Buy |
1,040
+19
| +2% | +$4.88K | 0.01% | 280 |
|
|
2021
Q2 | $249K | Hold |
1,021
| – | – | 0.01% | 274 |
|
|
2021
Q1 | $232K | Hold |
1,021
| – | – | 0.01% | 272 |
|
|
2020
Q4 | $222K | Sell |
1,021
-50
| -5% | -$9.75K | 0.01% | 269 |
|
|
2020
Q3 | $174K | Sell |
1,071
-2
| -0.2% | -$282 | 0.01% | 276 |
|
|
2020
Q2 | $111K | Sell |
1,073
-623
| -37% | -$47.7K | ﹤0.01% | 291 |
|
|
2020
Q1 | $89K | Buy |
+1,696
| New | +$116K | ﹤0.01% | 321 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$62K | – | 845 |
|
|
2018
Q2 | $62K | Buy |
+1,000
| New | +$55K | ﹤0.01% | 383 |
|
Other funds holding XYZ
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