XYZ
Wells Fargo’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.6M | Buy |
803,368
+59,443
| +8% | +$4.04M | 0.01% | 757 |
|
|
2025
Q1 | $40.4M | Sell |
743,925
-736,525
| -50% | -$40M | 0.01% | 841 |
|
|
2024
Q4 | $126M | Buy |
1,480,450
+827,020
| +127% | +$70.3M | 0.03% | 429 |
|
|
2024
Q3 | $43.9M | Sell |
653,430
-77,486
| -11% | -$5.2M | 0.01% | 791 |
|
|
2024
Q2 | $47.1M | Sell |
730,916
-106,992
| -13% | -$6.9M | 0.01% | 746 |
|
|
2024
Q1 | $70.9M | Buy |
837,908
+168,848
| +25% | +$14.3M | 0.02% | 587 |
|
|
2023
Q4 | $51.8M | Sell |
669,060
-27,324
| -4% | -$2.11M | 0.01% | 674 |
|
|
2023
Q3 | $30.8M | Sell |
696,384
-39,417
| -5% | -$1.74M | 0.01% | 840 |
|
|
2023
Q2 | $49M | Sell |
735,801
-67,267
| -8% | -$4.48M | 0.01% | 687 |
|
|
2023
Q1 | $55.1M | Buy |
803,068
+12,525
| +2% | +$860K | 0.02% | 639 |
|
|
2022
Q4 | $49.7M | Sell |
790,543
-89,577
| -10% | -$5.63M | 0.01% | 649 |
|
|
2022
Q3 | $48.4M | Sell |
880,120
-113,528
| -11% | -$6.24M | 0.02% | 632 |
|
|
2022
Q2 | $61.1M | Sell |
993,648
-100,680
| -9% | -$6.19M | 0.02% | 565 |
|
|
2022
Q1 | $148M | Sell |
1,094,328
-144,978
| -12% | -$19.7M | 0.04% | 363 |
|
|
2021
Q4 | $200M | Sell |
1,239,306
-1,148,426
| -48% | -$185M | 0.05% | 292 |
|
|
2021
Q3 | $573M | Buy |
2,387,732
+624,533
| +35% | +$150M | 0.13% | 155 |
|
|
2021
Q2 | $430M | Sell |
1,763,199
-63,906
| -3% | -$15.6M | 0.09% | 202 |
|
|
2021
Q1 | $415M | Sell |
1,827,105
-494,892
| -21% | -$112M | 0.09% | 201 |
|
|
2020
Q4 | $505M | Buy |
2,321,997
+224,963
| +11% | +$49M | 0.12% | 166 |
|
|
2020
Q3 | $341M | Sell |
2,097,034
-143,933
| -6% | -$23.4M | 0.09% | 206 |
|
|
2020
Q2 | $235M | Buy |
2,240,967
+73,986
| +3% | +$7.76M | 0.07% | 275 |
|
|
2020
Q1 | $114M | Buy |
2,166,981
+117,105
| +6% | +$6.13M | 0.04% | 426 |
|
|
2019
Q4 | $128M | Sell |
2,049,876
-183,166
| -8% | -$11.5M | 0.03% | 496 |
|
|
2019
Q3 | $138M | Sell |
2,233,042
-4,568
| -0.2% | -$283K | 0.04% | 447 |
|
|
2019
Q2 | $162M | Buy |
2,237,610
+449,120
| +25% | +$32.6M | 0.05% | 399 |
|
|
2019
Q1 | $134M | Buy |
1,788,490
+306,352
| +21% | +$23M | 0.04% | 440 |
|
|
2018
Q4 | $83.1M | Sell |
1,482,138
-470,384
| -24% | -$26.4M | 0.03% | 589 |
|
|
2018
Q3 | $193M | Sell |
1,952,522
-109,917
| -5% | -$10.9M | 0.05% | 350 |
|
|
2018
Q2 | $127M | Sell |
2,062,439
-154,527
| -7% | -$9.52M | 0.04% | 488 |
|
|
2018
Q1 | $109M | Sell |
2,216,966
-102,446
| -4% | -$5.04M | 0.03% | 539 |
|
|
2017
Q4 | $80.4M | Sell |
2,319,412
-1,539,791
| -40% | -$53.4M | 0.02% | 676 |
|
|
2017
Q3 | $111M | Sell |
3,859,203
-1,746,615
| -31% | -$50.3M | 0.03% | 513 |
|
|
2017
Q2 | $132M | Sell |
5,605,818
-906,316
| -14% | -$21.3M | 0.04% | 447 |
|
|
2017
Q1 | $113M | Buy |
6,512,134
+4,308,881
| +196% | +$74.5M | 0.04% | 496 |
|
|
2016
Q4 | $30M | Buy |
2,203,253
+1,944,592
| +752% | +$26.5M | 0.01% | 1104 |
|
|
2016
Q3 | $3.02M | Sell |
258,661
-22,310
| -8% | -$260K | ﹤0.01% | 2622 |
|
|
2016
Q2 | $2.54M | Buy |
280,971
+227,669
| +427% | +$2.06M | ﹤0.01% | 2771 |
|
|
2016
Q1 | $814K | Buy |
53,302
+32,061
| +151% | +$490K | ﹤0.01% | 3471 |
|
|
2015
Q4 | $278K | Buy |
+21,241
| New | +$278K | ﹤0.01% | 4124 |
|