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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $65.6K | Buy |
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|
2025
Q2 | $47.1K | Buy |
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|
2025
Q1 | $34.3K | Sell |
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|
2024
Q4 | $57.4K | Sell |
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|
2024
Q3 | $48.1K | Sell |
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|
2024
Q2 | $121K | Buy |
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|
2024
Q1 | $154K | Sell |
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|
2023
Q4 | $151K | Sell |
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|
2023
Q3 | $110K | Sell |
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|
2023
Q2 | $178K | Buy |
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|
2023
Q1 | $172K | Sell |
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $968K | Buy |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $2.14M | Buy |
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|
2021
Q4 | $234K | Hold |
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|
2021
Q3 | $348K | Hold |
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|
2021
Q2 | $354K | Hold |
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|
2021
Q1 | $329K | Hold |
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|
2020
Q4 | $316K | Buy |
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|
2020
Q3 | $228K | Buy |
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