Westwood Holdings Group’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 | $441K | Sell |
6,485
-2,113
| -25% | -$144K | ﹤0.01% | 394 |
|
|
2025
Q1 | $467K | Sell |
8,598
-1,951
| -18% | -$106K | ﹤0.01% | 399 |
|
|
2024
Q4 | $897K | Buy |
+10,549
| New | +$897K | 0.01% | 377 |
|
|
2023
Q1 | – | Sell |
-8,930
| Closed | -$561K | – | 615 |
|
|
2022
Q4 | $561K | Buy |
8,930
+118
| +1% | +$7.41K | ﹤0.01% | 392 |
|
|
2022
Q3 | $484K | Sell |
8,812
-7,794
| -47% | -$428K | 0.01% | 368 |
|
|
2022
Q2 | $1.02M | Buy |
16,606
+3,218
| +24% | +$198K | 0.01% | 343 |
|
|
2022
Q1 | $1.82M | Buy |
+13,388
| New | +$1.82M | 0.02% | 313 |
|