WesBanco Bank’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 | $357K | Buy |
5,259
+257
| +5% | +$17.5K | 0.01% | 536 |
|
2025
Q1 | $272K | Hold |
5,002
| – | – | 0.01% | 544 |
|
2024
Q4 | $425K | Hold |
5,002
| – | – | 0.01% | 456 |
|
2024
Q3 | $336K | Sell |
5,002
-50
| -1% | -$3.36K | 0.01% | 502 |
|
2024
Q2 | $326K | Sell |
5,052
-35
| -0.7% | -$2.26K | 0.01% | 482 |
|
2024
Q1 | $430K | Sell |
5,087
-8
| -0.2% | -$677 | 0.02% | 438 |
|
2023
Q4 | $394K | Buy |
5,095
+8
| +0.2% | +$619 | 0.02% | 286 |
|
2023
Q3 | $225K | Buy |
+5,087
| New | +$225K | 0.01% | 531 |
|
2023
Q1 | – | Sell |
-4,385
| Closed | -$275K | – | 601 |
|
2022
Q4 | $275K | Buy |
+4,385
| New | +$275K | 0.01% | 506 |
|
2021
Q4 | – | Sell |
-1,600
| Closed | -$383K | – | 613 |
|
2021
Q3 | $383K | Buy |
1,600
+715
| +81% | +$171K | 0.01% | 454 |
|
2021
Q2 | $216K | Buy |
+885
| New | +$216K | 0.01% | 568 |
|