WF
XYZ

WoodTrust Financial’s Block, Inc. XYZ Stock Holding History

WoodTrust Financial’s Portfolio XYZ Stock Details XYZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-16,535
Closed -$898K – 174
2025
Q1 		$898K Sell
16,535
-7
-0% -$380 0.13% 88
2024
Q4 		$1.41M Buy
+16,542
New +$1.41M 0.2% 73