Westside Investment 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 | $74.5K | Sell |
1,096
-17
| -2% | -$1.16K | 0.01% | 389 |
|
|
2025
Q1 | $60.5K | Buy |
1,113
+50
| +5% | +$2.72K | 0.01% | 379 |
|
|
2024
Q4 | $90.3K | Sell |
1,063
-51
| -5% | -$4.34K | 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% | +$1.02K | 0.02% | 306 |
|
|
2023
Q4 | $85.2K | Buy |
1,102
+50
| +5% | +$3.87K | 0.02% | 295 |
|
|
2023
Q3 | $46.6K | Hold |
1,052
| – | – | 0.01% | 353 |
|
|
2023
Q2 | $70K | Buy |
1,052
+70
| +7% | +$4.66K | 0.02% | 313 |
|
|
2023
Q1 | $67.4K | Sell |
982
-20
| -2% | -$1.37K | 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% | +$6 | ﹤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 | ﹤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% | -$5 | ﹤0.01% | 254 |
|
|
2020
Q3 | $153 | Sell |
942
-50
| -5% | -$8 | ﹤0.01% | 272 |
|
|
2020
Q2 | $104 | Sell |
992
-56
| -5% | -$6 | ﹤0.01% | 272 |
|
|
2020
Q1 | $54 | Buy |
+1,048
| New | +$54 | ﹤0.01% | 319 |
|
|
2019
Q2 | $68 | Buy |
+950
| New | +$68 | ﹤0.01% | 285 |
|
|
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% | -$7.15K | 0.03% | 273 |
|
|
2017
Q4 | $55K | Sell |
1,350
-250
| -16% | -$10.2K | 0.03% | 270 |
|
|
2017
Q3 | $49.7K | Hold |
1,600
| – | – | 0.03% | 269 |
|
|
2017
Q2 | $38.3K | Sell |
1,600
-4
| -0.2% | -$96 | 0.03% | 288 |
|
|
2017
Q1 | $26.9K | Buy |
1,604
+150
| +10% | +$2.51K | 0.01% | 317 |
|
|
2016
Q4 | $21.7K | Buy |
+1,454
| New | +$21.7K | 0.01% | 273 |
|