WWM
XYZ

Whalen Wealth Management’s Block, Inc. XYZ Stock Holding History

Whalen Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,202
Closed -$527K – 183
2024
Q4 		$527K Buy
+6,202
New +$527K 0.37% 56