A detailed history of Baker Tilly Wealth Management, LLC transactions in Block, Inc. stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 4,581 shares of SQ stock, worth $307,522. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,581
Previous 6,316 27.47%
Holding current value
$307,522
Previous $534,000 44.76%
% of portfolio
0.12%
Previous 0.1%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$61.9 - $81.46 $107,396 - $141,333
-1,735 Reduced 27.47%
4,581 $295,000
Q1 2024

May 09, 2024

BUY
$62.57 - $85.72 $7,132 - $9,772
114 Added 1.84%
6,316 $534,000
Q4 2023

Jan 10, 2024

SELL
$39.22 - $79.6 $32,513 - $65,988
-829 Reduced 11.79%
6,202 $479,000
Q3 2023

Oct 10, 2023

SELL
$44.14 - $80.53 $596,905 - $1.09 Million
-13,523 Reduced 65.79%
7,031 $311,000
Q2 2023

Jul 20, 2023

BUY
$55.54 - $68.84 $128,630 - $159,433
2,316 Added 12.7%
20,554 $1.37 Million
Q1 2023

Apr 12, 2023

BUY
$60.68 - $88.41 $118,386 - $172,487
1,951 Added 11.98%
18,238 $1.25 Million
Q4 2022

Jan 26, 2023

BUY
$51.51 - $73.38 $254,510 - $362,570
4,941 Added 43.55%
16,287 $0
Q3 2022

Oct 20, 2022

SELL
$54.14 - $89.7 $84,295 - $139,662
-1,557 Reduced 12.07%
11,346 $624,000
Q2 2022

Jul 28, 2022

BUY
$57.51 - $145.19 $177,533 - $448,201
3,087 Added 31.45%
12,903 $793,000
Q1 2022

Apr 27, 2022

BUY
$88.72 - $164.03 $726,173 - $1.34 Million
8,185 Added 501.84%
9,816 $1.33 Million
Q4 2021

Feb 08, 2022

SELL
$158.3 - $265.08 $68,543 - $114,779
-433 Reduced 20.98%
1,631 $263,000
Q3 2021

Nov 02, 2021

BUY
$233.69 - $281.81 $130,399 - $157,249
558 Added 37.05%
2,064 $495,000
Q2 2021

Jul 30, 2021

BUY
$197.13 - $273.23 $1,379 - $1,912
7 Added 0.47%
1,506 $367,000
Q1 2021

Apr 28, 2021

BUY
$201.87 - $276.57 $302,603 - $414,578
1,499 New
1,499 $340,000

Others Institutions Holding SQ

About Block, Inc.


  • Ticker SQ
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 529,536,000
  • Market Cap $35.5B
  • 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 Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, LLC 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 Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.