White Knight Strategic Wealth Advisors’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
Q3 | $276K | Sell |
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|
2025
Q2 | $261K | Sell |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $409K | Sell |
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|
2024
Q2 | $398K | Buy |
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|
2024
Q1 | $502K | Sell |
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|
2023
Q4 | $558K | Sell |
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|
2023
Q3 | $353K | Sell |
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|
2023
Q2 | $620K | Sell |
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|
2023
Q1 | $660K | Buy |
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|
2022
Q4 | $584K | Buy |
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|
2022
Q3 | $497K | Buy |
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|
2022
Q2 | $544K | Buy |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.4M | Buy |
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