Westwood Wealth 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 | $234K | Buy |
+3,450
| New | +$234K | 0.08% | 46 |
|
|
2025
Q1 | – | Sell |
-3,450
| Closed | -$293K | – | 50 |
|
|
2024
Q4 | $293K | Buy |
3,450
+240
| +7% | +$20.4K | 0.11% | 39 |
|
|
2024
Q3 | $215K | Sell |
3,210
-350
| -10% | -$23.5K | 0.08% | 38 |
|
|
2024
Q2 | $230K | Sell |
3,560
-1,000
| -22% | -$64.5K | 0.09% | 38 |
|
|
2024
Q1 | $386K | Sell |
4,560
-3,550
| -44% | -$300K | 0.19% | 32 |
|
|
2023
Q4 | $627K | Sell |
8,110
-360
| -4% | -$27.8K | 0.48% | 23 |
|
|
2023
Q3 | $375K | Sell |
8,470
-530
| -6% | -$23.5K | 0.25% | 31 |
|
|
2023
Q2 | $599K | Sell |
9,000
-140
| -2% | -$9.32K | 0.42% | 27 |
|
|
2023
Q1 | $627K | Sell |
9,140
-1,870
| -17% | -$128K | 0.56% | 24 |
|
|
2022
Q4 | $692K | Sell |
11,010
-1,375
| -11% | -$86.4K | 0.83% | 24 |
|
|
2022
Q3 | $681K | Sell |
12,385
-1,513
| -11% | -$83.2K | 0.61% | 21 |
|
|
2022
Q2 | $854K | Sell |
13,898
-5,017
| -27% | -$308K | 0.99% | 16 |
|
|
2022
Q1 | $2.57K | Sell |
18,915
-13,950
| -42% | -$1.89K | 1% | 12 |
|
|
2021
Q4 | $9K | Buy |
+32,865
| New | +$9K | ﹤0.01% | 40 |
|