Weinberger Asset Management’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 | $1.54M | Sell |
22,644
-11
| -0% | -$747 | 0.59% | 36 |
|
|
2025
Q1 | $1.23M | Sell |
22,655
-1
| -0% | -$54 | 0.53% | 37 |
|
|
2024
Q4 | $1.93M | Buy |
22,656
+1
| +0% | +$85 | 0.8% | 33 |
|
|
2024
Q3 | $1.52M | Buy |
22,655
+10
| +0% | +$671 | 0.65% | 36 |
|
|
2024
Q2 | $1.46M | Buy |
22,645
+100
| +0.4% | +$6.45K | 0.69% | 34 |
|
|
2024
Q1 | $1.91M | Buy |
22,545
+2
| +0% | +$169 | 0.92% | 29 |
|
|
2023
Q4 | $1.74M | Buy |
22,543
+1
| +0% | +$77 | 0.9% | 27 |
|
|
2023
Q3 | $998K | Sell |
22,542
-92
| -0.4% | -$4.07K | 0.57% | 36 |
|
|
2023
Q2 | $1.51M | Buy |
22,634
+2
| +0% | +$133 | 0.83% | 27 |
|
|
2023
Q1 | $1.55M | Hold |
22,632
| – | – | 0.9% | 26 |
|
|
2022
Q4 | $1.42M | Hold |
22,632
| – | – | 0.87% | 27 |
|
|
2022
Q3 | $1.24M | Hold |
22,632
| – | – | 0.86% | 26 |
|
|
2022
Q2 | $1.39M | Buy |
+22,632
| New | +$1.39M | 0.92% | 24 |
|