WhitTier Trust Company’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $44.4K | Buy |
732
+131
| +22% | +$7.96K | ﹤0.01% | 744 |
|
|
2025
Q4 | $42.1K | Sell |
601
-252
| -30% | -$17.4K | ﹤0.01% | 739 |
|
|
2025
Q3 | $65.6K | Buy |
853
+160
| +23% | +$12K | ﹤0.01% | 635 |
|
|
2025
Q2 | $47.1K | Buy |
693
+62
| +10% | +$3.61K | ﹤0.01% | 804 |
|
|
2025
Q1 | $34.3K | Sell |
631
-44
| -7% | -$3.28K | ﹤0.01% | 853 |
|
|
2024
Q4 | $57.4K | Sell |
675
-41
| -6% | -$3.36K | ﹤0.01% | 723 |
|
|
2024
Q3 | $48.1K | Sell |
716
-1,159
| -62% | -$74.9K | ﹤0.01% | 768 |
|
|
2024
Q2 | $121K | Buy |
1,875
+54
| +3% | +$3.78K | ﹤0.01% | 531 |
|
|
2024
Q1 | $154K | Sell |
1,821
-130
| -7% | -$9.4K | ﹤0.01% | 508 |
|
|
2023
Q4 | $151K | Sell |
1,951
-537
| -22% | -$30.4K | ﹤0.01% | 507 |
|
|
2023
Q3 | $110K | Sell |
2,488
-190
| -7% | -$11.8K | ﹤0.01% | 534 |
|
|
2023
Q2 | $178K | Buy |
2,678
+171
| +7% | +$10.7K | 0.01% | 480 |
|
|
2023
Q1 | $172K | Sell |
2,507
-15,745
| -86% | -$1.18M | 0.01% | 479 |
|
|
2022
Q4 | $1.15M | Buy |
18,252
+650
| +4% | +$40.1K | 0.05% | 259 |
|
|
2022
Q3 | $968K | Buy |
17,602
+783
| +5% | +$55.4K | 0.04% | 274 |
|
|
2022
Q2 | $1.03M | Buy |
16,819
+1,038
| +7% | +$94.8K | 0.04% | 266 |
|
|
2022
Q1 | $2.14M | Buy |
15,781
+14,331
| +988% | +$1.74M | 0.08% | 200 |
|
|
2021
Q4 | $234K | Hold |
1,450
| – | – | 0.01% | 448 |
|
|
2021
Q3 | $348K | Hold |
1,450
| – | – | 0.01% | 380 |
|
|
2021
Q2 | $354K | Hold |
1,450
| – | – | 0.01% | 378 |
|
|
2021
Q1 | $329K | Hold |
1,450
| – | – | 0.01% | 379 |
|
|
2020
Q4 | $316K | Buy |
1,450
+50
| +4% | +$9.75K | 0.02% | 373 |
|
|
2020
Q3 | $228K | Buy |
+1,400
| New | +$198K | 0.01% | 398 |
|
Other funds holding XYZ
VCM
VPM
