Whittier Trust’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 | $88.5K | Sell |
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|
2025
Q2 | $95.5K | Sell |
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|
2025
Q1 | $86.2K | Sell |
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|
2024
Q4 | $140K | Sell |
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|
2024
Q3 | $121K | Buy |
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|
2024
Q2 | $89.2K | Sell |
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|
2024
Q1 | $157K | Sell |
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|
2023
Q4 | $437K | Buy |
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|
2023
Q3 | $144K | Sell |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $412K | Sell |
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|
2022
Q4 | $2.54M | Sell |
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|
2022
Q3 | $2.35M | Buy |
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|
2022
Q2 | $2.43M | Buy |
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|
2022
Q1 | $4.93M | Buy |
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|
2021
Q4 | $46K | Sell |
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|
2021
Q3 | $160K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1K | Buy |
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