A detailed history of Bergan Kdv Wealth Management, LLC transactions in Block, Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 116 shares of SQ stock, worth $7,475. This represents 0.0% of its overall portfolio holdings.

Number of Shares
116
Previous 163 28.83%
Holding current value
$7,475
Previous $11,000 36.36%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$55.54 - $68.84 $2,610 - $3,235
-47 Reduced 28.83%
116 $7,000
Q4 2022

Jan 31, 2023

SELL
$51.51 - $73.38 $669 - $953
-13 Reduced 7.39%
163 $10,000
Q3 2022

Oct 24, 2022

SELL
$54.14 - $89.7 $866 - $1,435
-16 Reduced 8.33%
176 $10,000
Q2 2022

Jul 13, 2022

SELL
$57.51 - $145.19 $920 - $2,323
-16 Reduced 7.69%
192 $12,000
Q1 2022

May 09, 2022

BUY
$88.72 - $164.03 $2,572 - $4,756
29 Added 16.2%
208 $28,000
Q1 2021

May 11, 2021

SELL
$201.87 - $276.57 $38,355 - $52,548
-190 Reduced 51.49%
179 $41,000
Q4 2020

Feb 04, 2021

BUY
$154.88 - $241.58 $47,548 - $74,165
307 Added 495.16%
369 $80,000
Q2 2020

Aug 13, 2020

BUY
$43.72 - $104.94 $262 - $629
6 Added 10.71%
62 $7,000
Q1 2020

Apr 24, 2020

BUY
$38.09 - $85.7 $304 - $685
8 Added 16.67%
56 $3,000
Q4 2019

Feb 10, 2020

BUY
$58.36 - $69.65 $2,801 - $3,343
48 New
48 $3,000

Others Institutions Holding SQ

About Block, Inc.


  • Ticker SQ
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 529,536,000
  • Market Cap $34.1B
  • 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
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