Wealthcare Advisory Partners’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 | $285K | Buy |
4,193
+309
| +8% | +$21K | 0.01% | 807 |
|
|
2025
Q1 | $211K | Sell |
3,884
-4,181
| -52% | -$227K | 0.01% | 855 |
|
|
2024
Q4 | $685K | Buy |
8,065
+717
| +10% | +$60.9K | 0.02% | 503 |
|
|
2024
Q3 | $493K | Sell |
7,348
-1,907
| -21% | -$128K | 0.01% | 571 |
|
|
2024
Q2 | $597K | Sell |
9,255
-1,363
| -13% | -$87.9K | 0.02% | 497 |
|
|
2024
Q1 | $898K | Buy |
10,618
+139
| +1% | +$11.8K | 0.03% | 398 |
|
|
2023
Q4 | $811K | Sell |
10,479
-1,184
| -10% | -$91.6K | 0.03% | 370 |
|
|
2023
Q3 | $516K | Buy |
11,663
+520
| +5% | +$23K | 0.02% | 424 |
|
|
2023
Q2 | $742K | Buy |
11,143
+253
| +2% | +$16.8K | 0.03% | 359 |
|
|
2023
Q1 | $748K | Buy |
10,890
+669
| +7% | +$45.9K | 0.03% | 361 |
|
|
2022
Q4 | $642K | Buy |
10,221
+1,205
| +13% | +$75.7K | 0.03% | 360 |
|
|
2022
Q3 | $496K | Buy |
9,016
+91
| +1% | +$5.01K | 0.03% | 362 |
|
|
2022
Q2 | $549K | Buy |
8,925
+34
| +0.4% | +$2.09K | 0.03% | 307 |
|
|
2022
Q1 | $1.21M | Buy |
8,891
+886
| +11% | +$120K | 0.07% | 161 |
|
|
2021
Q4 | $1.29M | Sell |
8,005
-931
| -10% | -$150K | 0.08% | 161 |
|
|
2021
Q3 | $2.14M | Sell |
8,936
-86
| -1% | -$20.6K | 0.14% | 97 |
|
|
2021
Q2 | $2.2M | Buy |
9,022
+1,642
| +22% | +$400K | 0.15% | 99 |
|
|
2021
Q1 | $1.68M | Buy |
7,380
+182
| +3% | +$41.3K | 0.12% | 106 |
|
|
2020
Q4 | $1.57M | Sell |
7,198
-103
| -1% | -$22.4K | 0.14% | 92 |
|
|
2020
Q3 | $1.19M | Buy |
7,301
+129
| +2% | +$21K | 0.13% | 100 |
|
|
2020
Q2 | $753K | Buy |
7,172
+535
| +8% | +$56.2K | 0.09% | 125 |
|
|
2020
Q1 | $348K | Buy |
6,637
+425
| +7% | +$22.3K | 0.05% | 197 |
|
|
2019
Q4 | $389K | Buy |
6,212
+203
| +3% | +$12.7K | 0.05% | 204 |
|
|
2019
Q3 | $372K | Buy |
6,009
+15
| +0.3% | +$929 | 0.05% | 185 |
|
|
2019
Q2 | $435K | Buy |
5,994
+2,237
| +60% | +$162K | 0.07% | 155 |
|
|
2019
Q1 | $281K | Sell |
3,757
-10
| -0.3% | -$748 | 0.05% | 192 |
|
|
2018
Q4 | $211K | Buy |
3,767
+1,910
| +103% | +$107K | 0.04% | 203 |
|
|
2018
Q3 | $184K | Buy |
1,857
+525
| +39% | +$52K | 0.03% | 234 |
|
|
2018
Q2 | $82K | Sell |
1,332
-118
| -8% | -$7.26K | 0.02% | 370 |
|
|
2018
Q1 | $71K | Buy |
1,450
+750
| +107% | +$36.7K | 0.02% | 340 |
|
|
2017
Q4 | $24K | Buy |
700
+600
| +600% | +$20.6K | 0.01% | 506 |
|
|
2017
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 740 |
|