YWM
XYZ

Yoder Wealth Management’s Block Inc XYZ Stock Holding History

Yoder Wealth 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
2025
Q2 		$2.64M Hold
2025
Q1 		$2.11M Hold
2024
Q4 		$3.3M Sell
2024
Q3 		$2.66M Buy
2024
Q2 		$2.55M Hold
2024
Q1 		$3.34M Hold
2023
Q4 		$3.06M Hold
2023
Q3 		$1.75M Hold
2023
Q2 		$2.63M Hold
2023
Q1 		$2.71M Buy