Westside Investment Management’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $55.3K | Sell |
727
-341
| -32% | -$24K | 0.01% | 562 |
|
|
2026
Q1 | $64.2K | Buy |
1,068
+225
| +27% | +$13.7K | 0.01% | 507 |
|
|
2025
Q4 | $54.9K | Sell |
843
-279
| -25% | -$19.2K | 0.01% | 518 |
|
|
2025
Q3 | $81.4K | Buy |
1,122
+26
| +2% | +$1.95K | 0.01% | 431 |
|
|
2025
Q2 | $74.5K | Sell |
1,096
-17
| -2% | -$989 | 0.01% | 389 |
|
|
2025
Q1 | $60.5K | Buy |
1,113
+50
| +5% | +$3.73K | 0.01% | 379 |
|
|
2024
Q4 | $90.3K | Sell |
1,063
-51
| -5% | -$4.18K | 0.02% | 320 |
|
|
2024
Q3 | $74.8K | Hold |
1,114
| – | – | 0.02% | 346 |
|
|
2024
Q2 | $71.8K | Hold |
1,114
| – | – | 0.02% | 340 |
|
|
2024
Q1 | $94.2K | Buy |
1,114
+12
| +1% | +$868 | 0.02% | 306 |
|
|
2023
Q4 | $85.2K | Buy |
1,102
+50
| +5% | +$2.83K | 0.02% | 295 |
|
|
2023
Q3 | $46.6K | Hold |
1,052
| – | – | 0.01% | 353 |
|
|
2023
Q2 | $70K | Buy |
1,052
+70
| +7% | +$4.37K | 0.02% | 313 |
|
|
2023
Q1 | $67.4K | Sell |
982
-20
| -2% | -$1.5K | 0.02% | 318 |
|
|
2022
Q4 | $62 | Hold |
1,002
| – | – | ﹤0.01% | 400 |
|
|
2022
Q3 | $55 | Hold |
1,002
| – | – | ﹤0.01% | 406 |
|
|
2022
Q2 | $61 | Buy |
1,002
+105
| +12% | +$9.59K | ﹤0.01% | 393 |
|
|
2022
Q1 | $121 | Hold |
897
| – | – | ﹤0.01% | 350 |
|
|
2021
Q4 | $144 | Hold |
897
| – | – | ﹤0.01% | 325 |
|
|
2021
Q3 | $215 | Sell |
897
-20
| -2% | -$5.14K | ﹤0.01% | 300 |
|
|
2021
Q2 | $223 | Hold |
917
| – | – | ﹤0.01% | 293 |
|
|
2021
Q1 | $208 | Hold |
917
| – | – | ﹤0.01% | 288 |
|
|
2020
Q4 | $199 | Sell |
917
-25
| -3% | -$4.88K | ﹤0.01% | 254 |
|
|
2020
Q3 | $153 | Sell |
942
-50
| -5% | -$7.06K | ﹤0.01% | 272 |
|
|
2020
Q2 | $104 | Sell |
992
-56
| -5% | -$4.29K | ﹤0.01% | 272 |
|
|
2020
Q1 | $54 | Buy |
+1,048
| New | +$71.7K | ﹤0.01% | 319 |
|
|
2019
Q2 | $68K | Buy |
+950
| New | +$66.4K | 0.02% | 263 |
|
|
2018
Q4 | $67.3K | Hold |
1,200
| – | – | 0.02% | 257 |
|
|
2018
Q3 | $11.5K | Hold |
1,200
| – | – | ﹤0.01% | 467 |
|
|
2018
Q2 | $75.8K | Hold |
1,200
| – | – | 0.03% | 253 |
|
|
2018
Q1 | $57.2K | Sell |
1,200
-150
| -11% | -$6.88K | 0.03% | 273 |
|
|
2017
Q4 | $55K | Sell |
1,350
-250
| -16% | -$9.15K | 0.03% | 271 |
|
|
2017
Q3 | $49.7K | Hold |
1,600
| – | – | 0.03% | 269 |
|
|
2017
Q2 | $38.3K | Sell |
1,600
-4
| -0.2% | -$83 | 0.03% | 288 |
|
|
2017
Q1 | $26.9K | Buy |
1,604
+150
| +10% | +$2.35K | 0.01% | 317 |
|
|
2016
Q4 | $21.7K | Buy |
+1,454
| New | +$18.1K | 0.01% | 273 |
|
Other funds holding XYZ
CAM
Westside Investment Management's XYZ Position: Q2 2026 in Review
Westside Investment Management reduced its Block Inc (XYZ) stake by 32% in Q2 2026, selling an estimated $24K and leaving 727 shares worth $55.3K. The position accounts for 0.01% of the portfolio, ranked #562.
Westside Investment Management first reported a position in XYZ in Q4 2016 and has held it in 36 quarters since. The position peaked at $94.2K in Q1 2024. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.
- Westside Investment Management held 727 shares of Block Inc worth $55.3K as of Q2 2026.
- Westside Investment Management sold 341 Block Inc shares in Q2 2026, an estimated $24K.
- Block Inc made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #562 holding.
- Westside Investment Management first reported a position in Block Inc in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's Block Inc position peaked at $94.2K in Q1 2024.
- 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.