Moser Wealth Advisors, LLC
- SEC CIK
- 0001803081
- Latest filing
- Jul 31, 2025
XYZ holding history
Block, Inc. in every 13F filed by Moser Wealth Advisors, 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 2025 holdings
- Shares (Q2 2025)
- 4,257
- Value
- $289.2K
- % of portfolio
- 0.1%
- Quarters held
- 16
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 4,257 | $289.2K | 0.1% | −1,608−27.4% | Reduced | Holders |
| Q1 2025 | 5,865 | $318.6K | 0.2% | −400−6.4% | Reduced | Holders |
| Q4 2024 | 6,265 | $532.5K | 0.3% | 00.0% | Unchanged | Holders |
| Q3 2024 | 6,265 | $420.6K | 0.2% | +153+2.5% | Added | Holders |
| Q2 2024 | 6,112 | $394.2K | 0.2% | +69+1.1% | Added | Holders |
| Q1 2024 | 6,043 | $511.1K | 0.3% | +675+12.6% | Added | Holders |
| Q4 2023 | 5,368 | $415.2K | 0.3% | +112+2.1% | Added | Holders |
| Q3 2023 | 5,256 | $232.6K | 0.2% | +603+13.0% | Added | Holders |
| Q2 2023 | 4,653 | $309.8K | 0.2% | – | No prior filing | Holders |
| Q1 2023 | – | – | – | – | Not filed | Holders |
| Q4 2022 | 3,313 | $208.2K | 0.2% | +254+8.3% | Added | Holders |
| Q3 2022 | 3,059 | $168.0K | 0.1% | +82+2.8% | Added | Holders |
| Q2 2022 | 2,977 | $183.0K | 0.1% | +654+28.2% | Added | Holders |
| Q1 2022 | 2,323 | $315.0K | 0.2% | +526+29.3% | Added | Holders |
| Q4 2021 | 1,797 | $290.0K | 0.2% | +250+16.2% | Added | Holders |
| Q3 2021 | 1,547 | $371.0K | 0.2% | +1,196+340.7% | Added | Holders |
| Q2 2021 | 351 | $86.0K | 0.1% | +351 | New | Holders |