Wealthfront Advisers’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 | $3.05M | Sell |
44,931
-3,964
| -8% | -$269K | 0.01% | 473 |
|
|
2025
Q1 | $2.66M | Sell |
48,895
-3,780
| -7% | -$205K | 0.01% | 466 |
|
|
2024
Q4 | $4.48M | Buy |
52,675
+5,348
| +11% | +$455K | 0.01% | 353 |
|
|
2024
Q3 | $3.18M | Buy |
47,327
+5,503
| +13% | +$369K | 0.01% | 401 |
|
|
2024
Q2 | $2.7M | Sell |
41,824
-1,008
| -2% | -$65K | 0.01% | 410 |
|
|
2024
Q1 | $3.62M | Buy |
42,832
+2,360
| +6% | +$200K | 0.01% | 347 |
|
|
2023
Q4 | $3.13M | Buy |
40,472
+19,697
| +95% | +$1.52M | 0.01% | 354 |
|
|
2023
Q3 | $920K | Sell |
20,775
-19,161
| -48% | -$848K | ﹤0.01% | 574 |
|
|
2023
Q2 | $2.66M | Buy |
39,936
+5,405
| +16% | +$360K | 0.01% | 359 |
|
|
2023
Q1 | $2.37M | Sell |
34,531
-1,162
| -3% | -$79.8K | 0.01% | 382 |
|
|
2022
Q4 | $2.24M | Buy |
35,693
+13,667
| +62% | +$859K | 0.01% | 380 |
|
|
2022
Q3 | $1.21M | Buy |
22,026
+452
| +2% | +$24.9K | 0.01% | 452 |
|
|
2022
Q2 | $1.33M | Sell |
21,574
-3,006
| -12% | -$185K | 0.01% | 445 |
|
|
2022
Q1 | $3.33M | Buy |
24,580
+10,265
| +72% | +$1.39M | 0.01% | 281 |
|
|
2021
Q4 | $2.31M | Sell |
14,315
-18,066
| -56% | -$2.92M | 0.01% | 355 |
|
|
2021
Q3 | $7.77M | Buy |
32,381
+5,617
| +21% | +$1.35M | 0.04% | 110 |
|
|
2021
Q2 | $6.53M | Buy |
26,764
+12,824
| +92% | +$3.13M | 0.03% | 111 |
|
|
2021
Q1 | $3.17M | Sell |
13,940
-122
| -0.9% | -$27.7K | 0.02% | 169 |
|
|
2020
Q4 | $3.06M | Buy |
14,062
+153
| +1% | +$33.3K | 0.02% | 148 |
|
|
2020
Q3 | $2.26M | Buy |
13,909
+25
| +0.2% | +$4.06K | 0.02% | 157 |
|
|
2020
Q2 | $1.46M | Sell |
13,884
-1,046
| -7% | -$110K | 0.01% | 236 |
|
|
2020
Q1 | $782K | Sell |
14,930
-443
| -3% | -$23.2K | 0.01% | 327 |
|
|
2019
Q4 | $962K | Sell |
15,373
-2,361
| -13% | -$148K | 0.01% | 327 |
|
|
2019
Q3 | $1.1M | Sell |
17,734
-157
| -0.9% | -$9.73K | 0.01% | 272 |
|
|
2019
Q2 | $1.3M | Buy |
17,891
+2,499
| +16% | +$181K | 0.01% | 225 |
|
|
2019
Q1 | $1.15M | Sell |
15,392
-1,245
| -7% | -$93.3K | 0.01% | 233 |
|
|
2018
Q4 | $933K | Buy |
+16,637
| New | +$933K | 0.01% | 254 |
|