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Private Ocean, LLC

SEC CIK
0001601742
Latest filing
Jul 30, 2024

XYZ holding history

Block, Inc. in every 13F filed by Private Ocean, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XYZ overviewAll 13F holders of XYZFull Q2 2024 holdings

Shares (Q2 2024)
200
Value
$12.9K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2021
Holdings of XYZ by Private Ocean, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2024200$12.9K<0.1%+200NewHolders
Q3 20230$00.0%−13−100.0%Sold outHolders
Q2 202313$865<0.1%00.0%UnchangedHolders
Q1 202313$892<0.1%+13NewHolders
Q3 20220$00.0%−6−100.0%Sold outHolders
Q2 20226$00.0%−4−40.0%ReducedHolders
Q1 202210$1.00K<0.1%−380−97.4%ReducedHolders
Q4 2021390$63.0K<0.1%00.0%UnchangedHolders
Q3 2021390$94.0K<0.1%+10+2.6%AddedHolders
Q2 2021380$93.0K<0.1%00.0%UnchangedHolders
Q1 2021380$86.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.