Wealthfront Advisers’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 | $3.05M | Sell |
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|
2025
Q1 | $2.66M | Sell |
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|
2024
Q4 | $4.48M | Buy |
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|
2024
Q3 | $3.18M | Buy |
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|
2024
Q2 | $2.7M | Sell |
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|
2024
Q1 | $3.62M | Buy |
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|
2023
Q4 | $3.13M | Buy |
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|
2023
Q3 | $920K | Sell |
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|
2023
Q2 | $2.66M | Buy |
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|
2023
Q1 | $2.37M | Sell |
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|
2022
Q4 | $2.24M | Buy |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $3.33M | Buy |
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|
2021
Q4 | $2.31M | Sell |
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|
2021
Q3 | $7.77M | Buy |
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|
2021
Q2 | $6.53M | Buy |
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|
2021
Q1 | $3.17M | Sell |
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|
2020
Q4 | $3.06M | Buy |
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|
2020
Q3 | $2.26M | Buy |
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|
2020
Q2 | $1.46M | Sell |
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|
2020
Q1 | $782K | Sell |
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|
2019
Q4 | $962K | Sell |
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|
2019
Q3 | $1.1M | Sell |
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|
2019
Q2 | $1.3M | Buy |
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|
2019
Q1 | $1.15M | Sell |
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|
2018
Q4 | $933K | Buy |
|