Wedbush Securities’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
$1.07M Buy
15,762
+1,628
+12% +$111K 0.04% 404
2025
Q1
$768K Sell
14,134
-574
-4% -$31.2K 0.03% 463
2024
Q4
$1.25M Buy
14,708
+1,581
+12% +$134K 0.04% 313
2024
Q3
$881K Sell
13,127
-2,967
-18% -$199K 0.03% 407
2024
Q2
$1.04M Sell
16,094
-6,396
-28% -$413K 0.04% 367
2024
Q1
$1.9M Buy
22,490
+6,773
+43% +$573K 0.07% 220
2023
Q4
$1.22M Sell
15,717
-2,318
-13% -$179K 0.05% 283
2023
Q3
$798K Sell
18,035
-2,397
-12% -$106K 0.04% 366
2023
Q2
$1.36M Sell
20,432
-910
-4% -$60.6K 0.06% 239
2023
Q1
$1.47M Sell
21,342
-1,756
-8% -$121K 0.07% 217
2022
Q4
$1.45M Sell
23,098
-1,778
-7% -$112K 0.08% 210
2022
Q3
$1.37M Sell
24,876
-9,221
-27% -$507K 0.08% 208
2022
Q2
$2.1M Sell
34,097
-4,306
-11% -$265K 0.11% 136
2022
Q1
$5.21M Sell
38,403
-7,057
-16% -$957K 0.24% 60
2021
Q4
$7.34M Buy
45,460
+6,055
+15% +$978K 0.32% 46
2021
Q3
$9.45M Buy
39,405
+967
+3% +$232K 0.45% 35
2021
Q2
$9.37M Buy
38,438
+8,806
+30% +$2.15M 0.44% 35
2021
Q1
$6.73M Buy
29,632
+9,963
+51% +$2.26M 0.37% 38
2020
Q4
$4.28M Sell
19,669
-612
-3% -$133K 0.38% 48
2020
Q3
$3.3M Sell
20,281
-1,400
-6% -$228K 0.32% 63
2020
Q2
$2.28M Buy
21,681
+2,285
+12% +$240K 0.22% 104
2020
Q1
$1.02M Sell
19,396
-3,610
-16% -$189K 0.12% 172
2019
Q4
$1.44M Sell
23,006
-3,740
-14% -$234K 0.13% 180
2019
Q3
$1.66M Buy
26,746
+867
+3% +$53.7K 0.16% 147
2019
Q2
$1.88M Sell
25,879
-727
-3% -$52.7K 0.19% 122
2019
Q1
$1.99M Sell
26,606
-3,271
-11% -$245K 0.21% 110
2018
Q4
$1.68M Buy
29,877
+757
+3% +$42.5K 0.21% 113
2018
Q3
$2.88M Buy
29,120
+2,099
+8% +$208K 0.33% 56
2018
Q2
$1.67M Buy
27,021
+6,205
+30% +$383K 0.21% 102
2018
Q1
$1.02M Buy
20,816
+6,000
+40% +$295K 0.13% 183
2017
Q4
$514K Buy
14,816
+4,675
+46% +$162K 0.06% 381
2017
Q3
$292K Buy
10,141
+1,030
+11% +$29.7K 0.04% 565
2017
Q2
$214K Buy
+9,111
New +$214K 0.03% 682