Winton Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.14M | Buy |
60,881
+44,150
| +264% | +$3M | 0.21% | 127 |
|
2025
Q1 | $909K | Sell |
16,731
-1,148
| -6% | -$62.4K | 0.06% | 442 |
|
2024
Q4 | $1.52M | Buy |
+17,879
| New | +$1.52M | 0.1% | 170 |
|
2024
Q2 | – | Sell |
-19,886
| Closed | -$1.68M | – | 770 |
|
2024
Q1 | $1.68M | Buy |
19,886
+9,900
| +99% | +$837K | 0.12% | 142 |
|
2023
Q4 | $772K | Buy |
+9,986
| New | +$772K | 0.06% | 201 |
|
2023
Q3 | – | Sell |
-22,508
| Closed | -$1.5M | – | 957 |
|
2023
Q2 | $1.5M | Buy |
+22,508
| New | +$1.5M | 0.13% | 129 |
|
2020
Q3 | – | Sell |
-35,776
| Closed | -$3.75M | – | 1632 |
|
2020
Q2 | $3.75M | Sell |
35,776
-4,344
| -11% | -$456K | 0.1% | 342 |
|
2020
Q1 | $2.1M | Buy |
+40,120
| New | +$2.1M | 0.06% | 559 |
|
2019
Q3 | – | Sell |
-5,552
| Closed | -$403K | – | 1713 |
|
2019
Q2 | $403K | Buy |
5,552
+21
| +0.4% | +$1.52K | 0.01% | 765 |
|
2019
Q1 | $414K | Sell |
5,531
-5,883
| -52% | -$440K | 0.01% | 659 |
|
2018
Q4 | $640K | Buy |
11,414
+3,415
| +43% | +$191K | 0.01% | 419 |
|
2018
Q3 | $792K | Sell |
7,999
-3,970
| -33% | -$393K | 0.02% | 454 |
|
2018
Q2 | $738K | Sell |
11,969
-6,893
| -37% | -$425K | 0.02% | 506 |
|
2018
Q1 | $928K | Buy |
+18,862
| New | +$928K | 0.03% | 533 |
|