YWM
XYZ
Yoder Wealth Management’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Hold |
38,850
| – | – | 1.38% | 23 |
|
|
2025
Q1 | $2.11M | Hold |
38,850
| – | – | 1.19% | 29 |
|
|
2024
Q4 | $3.3M | Sell |
38,850
-838
| -2% | -$71.2K | 1.82% | 18 |
|
|
2024
Q3 | $2.66M | Buy |
39,688
+145
| +0.4% | +$9.73K | 1.6% | 20 |
|
|
2024
Q2 | $2.55M | Hold |
39,543
| – | – | 1.65% | 19 |
|
|
2024
Q1 | $3.34M | Hold |
39,543
| – | – | 2.18% | 12 |
|
|
2023
Q4 | $3.06M | Hold |
39,543
| – | – | 2.16% | 13 |
|
|
2023
Q3 | $1.75M | Hold |
39,543
| – | – | 1.44% | 23 |
|
|
2023
Q2 | $2.63M | Hold |
39,543
| – | – | 2.07% | 13 |
|
|
2023
Q1 | $2.71M | Buy |
+39,543
| New | +$2.71M | 2.26% | 13 |
|