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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.5K | Sell |
|
|||||
|
2025
Q1 | $60.5K | Buy |
|
|||||
|
2024
Q4 | $90.3K | Sell |
|
|||||
|
2024
Q3 | $74.8K | Hold |
|
|||||
|
2024
Q2 | $71.8K | Hold |
|
|||||
|
2024
Q1 | $94.2K | Buy |
|
|||||
|
2023
Q4 | $85.2K | Buy |
|
|||||
|
2023
Q3 | $46.6K | Hold |
|
|||||
|
2023
Q2 | $70K | Buy |
|
|||||
|
2023
Q1 | $67.4K | Sell |
|
|||||
|
2022
Q4 | $62 | Hold |
|
|||||
|
2022
Q3 | $55 | Hold |
|
|||||
|
2022
Q2 | $61 | Buy |
|
|||||
|
2022
Q1 | $121 | Hold |
|
|||||
|
2021
Q4 | $144 | Hold |
|
|||||
|
2021
Q3 | $215 | Sell |
|
|||||
|
2021
Q2 | $223 | Hold |
|
|||||
|
2021
Q1 | $208 | Hold |
|
|||||
|
2020
Q4 | $199 | Sell |
|
|||||
|
2020
Q3 | $153 | Sell |
|
|||||
|
2020
Q2 | $104 | Sell |
|
|||||
|
2020
Q1 | $54 | Buy |
|
|||||
|
2019
Q2 | $68 | Buy |
|
|||||
|
2018
Q4 | $67.3K | Hold |
|
|||||
|
2018
Q3 | $11.5K | Hold |
|
|||||
|
2018
Q2 | $75.8K | Hold |
|
|||||
|
2018
Q1 | $57.2K | Sell |
|
|||||
|
2017
Q4 | $55K | Sell |
|
|||||
|
2017
Q3 | $49.7K | Hold |
|
|||||
|
2017
Q2 | $38.3K | Sell |
|
|||||
|
2017
Q1 | $26.9K | Buy |
|
|||||
|
2016
Q4 | $21.7K | Buy |
|