Westwood Wealth 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
Q4 | – | Sell |
|
|||||
|
2025
Q3 | $213K | Sell |
|
|||||
|
2025
Q2 | $234K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $293K | Buy |
|
|||||
|
2024
Q3 | $215K | Sell |
|
|||||
|
2024
Q2 | $230K | Sell |
|
|||||
|
2024
Q1 | $386K | Sell |
|
|||||
|
2023
Q4 | $627K | Sell |
|
|||||
|
2023
Q3 | $375K | Sell |
|
|||||
|
2023
Q2 | $599K | Sell |
|
|||||
|
2023
Q1 | $627K | Sell |
|
|||||
|
2022
Q4 | $692K | Sell |
|
|||||
|
2022
Q3 | $681K | Sell |
|
|||||
|
2022
Q2 | $854K | Sell |
|
|||||
|
2022
Q1 | $2.56K | Sell |
|
|||||
|
2021
Q4 | $9K | Buy |
|