1858 WEALTH MANAGEMENT, LLC XYZ Holdings History
1858 WEALTH MANAGEMENT, LLC's Block Inc Holding Summary
As of 2025-03-31, 1858 WEALTH MANAGEMENT, LLC held - shares of Block Inc(XYZ), totaling N/A. This investment constitutes 0% of their stock portfolio, and 1858 WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Block Inc(XYZ) stock.
The initial trade took place in 2024Q4. And since then 1858 WEALTH MANAGEMENT, LLC has made 1 purchases of XYZ, at an average price of $82.29, for a total of 7,792.00 shares. In addition, there have been 1 sales at an average price of $74.64 for 7,792.00 shares. Based on historical transaction data and XYZ's current price of $79.70, 1858 WEALTH MANAGEMENT, LLC's estimated gain on his XYZ holdings is $-59,608.80, reflecting a -9.30% gain to date.
1858 WEALTH MANAGEMENT, LLC XYZ ($79.70) Holding Chart
1858 WEALTH MANAGEMENT, LLC XYZ ($79.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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