Advantage Portfolio XYZ Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$12.96 Mil
% of Total Estimate Gain
42.86%

Advantage Portfolio's Block Inc Holding Summary

As of 2025-03-31, MORGAN STANLEY INSTITUTIONAL FUND INC held - shares of Block Inc(XYZ), totaling N/A. This investment constitutes 0% of their stock portfolio, and MORGAN STANLEY INSTITUTIONAL FUND INC now holds 0% of the outstanding Block Inc(XYZ) stock.

The initial trade took place in 2020Q2. And since then Advantage Portfolio has made 5 purchases of XYZ, at an average price of $81.50, for a total of 371,014.00 shares. In addition, there have been 12 sales at an average price of $116.43 for 371,014.00 shares. Based on historical transaction data and XYZ's current price of $70.73, Advantage Portfolio's estimated gain on his XYZ holdings is $12.96 Mil, reflecting a 42.86% gain to date.

Advantage Portfolio XYZ ($70.73) Holding Chart

Advantage Portfolio XYZ ($70.73) 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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