Westfield Capital 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
Q1 | – | Sell |
-1,416,339
| Closed | -$120M | – | 284 |
|
|
2024
Q4 | $120M | Buy |
+1,416,339
| New | +$120M | 0.52% | 56 |
|
|
2024
Q3 | – | Sell |
-5,390
| Closed | -$348K | – | 287 |
|
|
2024
Q2 | $348K | Buy |
5,390
+1,110
| +26% | +$71.6K | ﹤0.01% | 241 |
|
|
2024
Q1 | $362K | Buy |
+4,280
| New | +$362K | ﹤0.01% | 242 |
|
|
2020
Q4 | – | Sell |
-298,983
| Closed | -$48.6M | – | 268 |
|
|
2020
Q3 | $48.6M | Sell |
298,983
-138,231
| -32% | -$22.5M | 0.31% | 103 |
|
|
2020
Q2 | $45.9M | Sell |
437,214
-2,958
| -0.7% | -$310K | 0.32% | 106 |
|
|
2020
Q1 | $23.1M | Buy |
+440,172
| New | +$23.1M | 0.2% | 128 |
|
|
2019
Q3 | – | Sell |
-441,850
| Closed | -$32M | – | 258 |
|
|
2019
Q2 | $32M | Sell |
441,850
-9,170
| -2% | -$665K | 0.24% | 134 |
|
|
2019
Q1 | $33.8M | Sell |
451,020
-4,369
| -1% | -$327K | 0.26% | 128 |
|
|
2018
Q4 | $25.5M | Buy |
+455,389
| New | +$25.5M | 0.22% | 135 |
|
|
2017
Q4 | – | Sell |
-9,600
| Closed | -$277K | – | 269 |
|
|
2017
Q3 | $277K | Buy |
+9,600
| New | +$277K | ﹤0.01% | 245 |
|