Wealthcare Advisory Partners’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 | $285K | Buy |
|
|||||
|
2025
Q1 | $211K | Sell |
|
|||||
|
2024
Q4 | $685K | Buy |
|
|||||
|
2024
Q3 | $493K | Sell |
|
|||||
|
2024
Q2 | $597K | Sell |
|
|||||
|
2024
Q1 | $898K | Buy |
|
|||||
|
2023
Q4 | $811K | Sell |
|
|||||
|
2023
Q3 | $516K | Buy |
|
|||||
|
2023
Q2 | $742K | Buy |
|
|||||
|
2023
Q1 | $748K | Buy |
|
|||||
|
2022
Q4 | $642K | Buy |
|
|||||
|
2022
Q3 | $496K | Buy |
|
|||||
|
2022
Q2 | $549K | Buy |
|
|||||
|
2022
Q1 | $1.21M | Buy |
|
|||||
|
2021
Q4 | $1.29M | Sell |
|
|||||
|
2021
Q3 | $2.14M | Sell |
|
|||||
|
2021
Q2 | $2.2M | Buy |
|
|||||
|
2021
Q1 | $1.68M | Buy |
|
|||||
|
2020
Q4 | $1.57M | Sell |
|
|||||
|
2020
Q3 | $1.19M | Buy |
|
|||||
|
2020
Q2 | $753K | Buy |
|
|||||
|
2020
Q1 | $348K | Buy |
|
|||||
|
2019
Q4 | $389K | Buy |
|
|||||
|
2019
Q3 | $372K | Buy |
|
|||||
|
2019
Q2 | $435K | Buy |
|
|||||
|
2019
Q1 | $281K | Sell |
|
|||||
|
2018
Q4 | $211K | Buy |
|
|||||
|
2018
Q3 | $184K | Buy |
|
|||||
|
2018
Q2 | $82K | Sell |
|
|||||
|
2018
Q1 | $71K | Buy |
|
|||||
|
2017
Q4 | $24K | Buy |
|
|||||
|
2017
Q3 | $3K | Buy |
|