Western Wealth 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 | $297K | Buy |
4,367
+122
| +3% | +$8.29K | 0.02% | 553 |
|
|
2025
Q1 | $231K | Sell |
4,245
-229
| -5% | -$12.4K | 0.02% | 606 |
|
|
2024
Q4 | $380K | Sell |
4,474
-179
| -4% | -$15.2K | 0.02% | 449 |
|
|
2024
Q3 | $312K | Sell |
4,653
-189
| -4% | -$12.7K | 0.02% | 584 |
|
|
2024
Q2 | $312K | Sell |
4,842
-104
| -2% | -$6.71K | 0.02% | 483 |
|
|
2024
Q1 | $418K | Buy |
4,946
+8
| +0.2% | +$677 | 0.03% | 414 |
|
|
2023
Q4 | $382K | Sell |
4,938
-27
| -0.5% | -$2.09K | 0.03% | 478 |
|
|
2023
Q3 | $220K | Sell |
4,965
-611
| -11% | -$27K | 0.02% | 587 |
|
|
2023
Q2 | $371K | Sell |
5,576
-426
| -7% | -$28.4K | 0.03% | 449 |
|
|
2023
Q1 | $412K | Sell |
6,002
-22
| -0.4% | -$1.51K | 0.04% | 422 |
|
|
2022
Q4 | $379K | Sell |
6,024
-17,687
| -75% | -$1.11M | 0.04% | 407 |
|
|
2022
Q3 | $1.29M | Sell |
23,711
-1,703
| -7% | -$92.6K | 0.07% | 255 |
|
|
2022
Q2 | $1.56M | Buy |
25,414
+220
| +0.9% | +$13.5K | 0.09% | 224 |
|
|
2022
Q1 | $3.42M | Buy |
25,194
+12,299
| +95% | +$1.67M | 0.17% | 133 |
|
|
2021
Q4 | $2.08M | Buy |
+12,895
| New | +$2.08M | 0.21% | 114 |
|
|
2021
Q2 | $3.84M | Buy |
15,788
+138
| +0.9% | +$33.6K | 0.39% | 49 |
|
|
2021
Q1 | $3.55M | Buy |
15,650
+4,044
| +35% | +$918K | 0.48% | 37 |
|
|
2020
Q4 | $2.53M | Buy |
11,606
+3,223
| +38% | +$701K | 0.37% | 58 |
|
|
2020
Q3 | $1.36M | Buy |
8,383
+734
| +10% | +$119K | 0.22% | 104 |
|
|
2020
Q2 | $803K | Sell |
7,649
-4,705
| -38% | -$494K | 0.15% | 153 |
|
|
2020
Q1 | $647K | Buy |
12,354
+1,213
| +11% | +$63.5K | 0.15% | 153 |
|
|
2019
Q4 | $697K | Sell |
11,141
-681
| -6% | -$42.6K | 0.11% | 189 |
|
|
2019
Q3 | $725K | Sell |
11,822
-2,268
| -16% | -$139K | 0.15% | 153 |
|
|
2019
Q2 | $1.02M | Sell |
14,090
-305
| -2% | -$22.1K | 0.13% | 130 |
|
|
2019
Q1 | $1.06M | Buy |
14,395
+270
| +2% | +$19.9K | 0.24% | 103 |
|
|
2018
Q4 | $799K | Buy |
+14,125
| New | +$799K | 0.21% | 118 |
|