WAM
XYZ

Wilson Asset Management’s Block, Inc. XYZ Stock Holding History

Wilson Asset Management’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
Q2 		$3.46M Buy
50,966
+8,000
+19% +$543K 0.85% 30
2025
Q1 		$2.33M Buy
+42,966
New +$2.33M 0.62% 31