A detailed history of Avantax Advisory Services, Inc. transactions in Block, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 29,759 shares of SQ stock, worth $2.51 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
29,759
Previous 30,019 0.87%
Holding current value
$2.51 Million
Previous $1.94 Million 3.2%
% of portfolio
0.01%
Previous 0.01%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$57.21 - $72.07 $14,874 - $18,738
-260 Reduced 0.87%
29,759 $2 Million
Q2 2024

Aug 09, 2024

BUY
$61.9 - $81.46 $500,832 - $659,092
8,091 Added 36.9%
30,019 $1.94 Million
Q1 2024

May 08, 2024

BUY
$62.57 - $85.72 $80,840 - $110,750
1,292 Added 6.26%
21,928 $1.85 Million
Q4 2023

Feb 07, 2024

SELL
$39.22 - $79.6 $46,397 - $94,166
-1,183 Reduced 5.42%
20,636 $1.6 Million
Q3 2023

Nov 07, 2023

SELL
$44.14 - $80.53 $20,260 - $36,963
-459 Reduced 2.06%
21,819 $965,000
Q2 2023

Aug 11, 2023

SELL
$55.54 - $68.84 $183,170 - $227,034
-3,298 Reduced 12.89%
22,278 $1.48 Million
Q1 2023

Apr 28, 2023

BUY
$60.68 - $88.41 $227,003 - $330,741
3,741 Added 17.13%
25,576 $1.76 Million
Q4 2022

Feb 13, 2023

SELL
$51.51 - $73.38 $772 - $1,100
-15 Reduced 0.07%
21,835 $1.37 Million
Q3 2022

Nov 01, 2022

SELL
$54.14 - $89.7 $5,684 - $9,418
-105 Reduced 0.48%
21,850 $1.2 Million
Q2 2022

Aug 02, 2022

BUY
$57.51 - $145.19 $34,103 - $86,097
593 Added 2.78%
21,955 $1.35 Million
Q1 2022

Apr 27, 2022

BUY
$88.72 - $164.03 $54,296 - $100,386
612 Added 2.95%
21,362 $2.91 Million
Q4 2021

Jan 24, 2022

SELL
$158.3 - $265.08 $368,205 - $616,576
-2,326 Reduced 10.08%
20,750 $3.35 Million
Q3 2021

Oct 21, 2021

BUY
$233.69 - $281.81 $358,246 - $432,014
1,533 Added 7.12%
23,076 $5.54 Million
Q2 2021

Jul 29, 2021

BUY
$197.13 - $273.23 $256,860 - $356,018
1,303 Added 6.44%
21,543 $5.26 Million
Q1 2021

May 13, 2021

BUY
$201.87 - $276.57 $743,487 - $1.02 Million
3,683 Added 22.24%
20,240 $4.6 Million
Q4 2020

Jan 22, 2021

SELL
$154.88 - $241.58 $2.49 Million - $3.89 Million
-16,108 Reduced 49.31%
16,557 $3.61 Million
Q3 2020

Oct 14, 2020

BUY
$113.39 - $166.66 $2 Million - $2.93 Million
17,609 Added 116.96%
32,665 $5.31 Million
Q2 2020

Aug 06, 2020

BUY
$43.72 - $104.94 $136,187 - $326,888
3,115 Added 26.09%
15,056 $1.58 Million
Q1 2020

Apr 30, 2020

BUY
$38.09 - $85.7 $119,793 - $269,526
3,145 Added 35.75%
11,941 $619,000
Q4 2019

Feb 14, 2020

SELL
$58.36 - $69.65 $74,875 - $89,360
-1,283 Reduced 12.73%
8,796 $553,000
Q3 2019

Nov 08, 2019

BUY
$56.76 - $82.28 $93,483 - $135,515
1,647 Added 19.53%
10,079 $622,000
Q2 2019

Aug 06, 2019

SELL
$60.62 - $77.05 $34,856 - $44,303
-575 Reduced 6.38%
8,432 $612,000
Q1 2019

May 13, 2019

BUY
$52.42 - $81.24 $98,339 - $152,406
1,876 Added 26.31%
9,007 $675,000
Q4 2018

Feb 13, 2019

BUY
$50.72 - $97.83 $361,684 - $697,625
7,131 New
7,131 $400,000

Others Institutions Holding SQ

About Block, Inc.


  • 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,...
More about SQ
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.