WMWM
XYZ

Whitaker-Myers Wealth Managers’s Block, Inc. XYZ Stock Holding History

Whitaker-Myers Wealth Managers’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
-3,014
Closed -$256K – 148
2024
Q4 		$256K Buy
+3,014
New +$256K 0.07% 101