Woodson Capital Management’s Block Inc XYZ Stock Holding History

Woodson Capital Management’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$34.9M	Sell	579,109 -110,891	-16%	-$6.74M	5.64%	5
2025 Q4	$44.9M	Buy	690,000 +240,000	+53%	+$16.6M	6.94%	4
2025 Q3	$32.5M	Buy	450,000 +60,000	+15%	+$4.49M	6.25%	4
2025 Q2	$26.5M	Buy	390,000 +40,000	+11%	+$2.33M	4.75%	10
2025 Q1	$19M	Buy	350,000 +50,000	+17%	+$3.73M	4.34%	12
2024 Q4	$25.5M	Sell	300,000 -106,007	-26%	-$8.7M	4.83%	13
2024 Q3	$27.3M	Buy	+406,007	New	+$26.2M	5.93%	5
2024 Q1	–	Sell	-46,500	Closed	-$3.6M	–	48
2023 Q4	$3.6M	Buy	+46,500	New	+$2.63M	0.84%	36
2023 Q3	–	Sell	-19,000	Closed	-$1.26M	–	47
2023 Q2	$1.26M	Sell	19,000 -70,000	-79%	-$4.37M	0.21%	42
2023 Q1	$6.11M	Buy	89,000 +4,000	+5%	+$299K	1.08%	34
2022 Q4	$5.34M	Sell	85,000 -12,280	-13%	-$758K	1.05%	29
2022 Q3	$5.35M	Buy	97,280 +3,280	+3%	+$232K	0.92%	36
2022 Q2	$5.78M	Buy	+94,000	New	+$8.59M	0.86%	36

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Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return