Wedmont Private Capital’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,361
| Closed | -$360K | – | 772 |
|
|
2024
Q4 | $360K | Buy |
4,361
+45
| +1% | +$3.71K | 0.02% | 483 |
|
|
2024
Q3 | $284K | Buy |
4,316
+298
| +7% | +$19.6K | 0.02% | 528 |
|
|
2024
Q2 | $276K | Buy |
4,018
+129
| +3% | +$8.87K | 0.02% | 523 |
|
|
2024
Q1 | $311K | Buy |
3,889
+943
| +32% | +$75.4K | 0.02% | 448 |
|
|
2023
Q4 | $204K | Buy |
+2,946
| New | +$204K | 0.02% | 532 |
|