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 |
|