Wealth Enhancement Advisory Services’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 | $8.18M | Buy |
118,176
+89,068
| +306% | +$6.17M | 0.01% | 705 |
|
|
2025
Q1 | $1.58M | Sell |
29,108
-620
| -2% | -$33.7K | ﹤0.01% | 1364 |
|
|
2024
Q4 | $2.53M | Buy |
29,728
+3,009
| +11% | +$256K | ﹤0.01% | 1055 |
|
|
2024
Q3 | $1.79M | Buy |
26,719
+1,377
| +5% | +$92.4K | ﹤0.01% | 1108 |
|
|
2024
Q2 | $1.63M | Buy |
25,342
+595
| +2% | +$38.4K | ﹤0.01% | 1071 |
|
|
2024
Q1 | $2.09M | Sell |
24,747
-2,742
| -10% | -$232K | 0.01% | 925 |
|
|
2023
Q4 | $2.13M | Sell |
27,489
-711
| -3% | -$55K | 0.01% | 875 |
|
|
2023
Q3 | $1.25M | Buy |
+28,200
| New | +$1.25M | ﹤0.01% | 1009 |
|