Wealth Plan Investment Management, LLC Block, Inc. Transaction History

Wealth Plan Investment Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$61.9 - $81.46 $44,010 - $57,918	-711 Reduced 10.94%	5,791 $373,000
Q1 2024 May 16, 2024	SELL	$62.57 - $85.72 $2,878 - $3,943	-46 Reduced 0.7%	6,502 $549,000
Q4 2023 Jan 05, 2024	SELL	$39.22 - $79.6 $2,784 - $5,651	-71 Reduced 1.07%	6,548 $506,000
Q3 2023 Nov 15, 2023	BUY	$44.14 - $80.53 $292,162 - $533,028	6,619 New	6,619 $292,000
Q2 2023 Aug 14, 2023	SELL	$55.54 - $68.84 $75,478 - $93,553	-1,359 Reduced 74.75%	459 $30,000
Q2 2023 Jul 25, 2023	SELL	$55.54 - $68.84 $234,323 - $290,435	-4,219 Reduced 69.89%	1,818 $121,000
Q1 2023 May 08, 2023	SELL	$60.68 - $88.41 $69,357 - $101,052	-1,143 Reduced 15.92%	6,037 $414,000
Q4 2022 Feb 15, 2023	SELL	$51.51 - $73.38 $23,385 - $33,314	-454 Reduced 5.95%	7,180 $451,000
Q3 2022 Dec 12, 2022	BUY	$54.14 - $89.7 $16,512 - $27,358	305 Added 4.16%	7,634 $466,000
Q1 2022 Sep 07, 2022	BUY	$88.72 - $164.03 $650,228 - $1.2 Million	7,329 New	7,329 $730,000

1,144

354M

15.3M

19.2M

Ticker SQ
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 529,536,000
Market Cap $44.6B
Description
Block, Inc., together with its subsidiaries, creates tools that enables sellers to accept card payments and provides reporting and analytics, and next-day settlement. It provides hardware products, including Magstripe reader, which enables swiped transactions of magnetic stripe cards; Contactless and chip reader that accepts Europay, MasterCard,...

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