A detailed history of Carson Advisory Inc. transactions in Block, Inc. stock. As of the latest transaction made, Carson Advisory Inc. holds 4,440 shares of SQ stock, worth $281,362. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,440
Previous 4,940 10.12%
Holding current value
$281,362
Previous $417,000 31.41%
% of portfolio
0.21%
Previous 0.3%

Shares

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

Aug 07, 2024

SELL
$61.9 - $81.46 $30,950 - $40,730
-500 Reduced 10.12%
4,440 $286,000
Q4 2023

Feb 06, 2024

SELL
$39.22 - $79.6 $25,296 - $51,341
-645 Reduced 11.55%
4,940 $382,000
Q3 2023

Nov 08, 2023

BUY
$44.14 - $80.53 $22,378 - $40,828
507 Added 9.98%
5,585 $247,000
Q2 2023

Jul 27, 2023

SELL
$55.54 - $68.84 $6,220 - $7,710
-112 Reduced 2.16%
5,078 $338,000
Q4 2022

Feb 08, 2023

SELL
$51.51 - $73.38 $27,300 - $38,891
-530 Reduced 9.27%
5,190 $326,000
Q3 2022

Nov 07, 2022

BUY
$54.14 - $89.7 $23,550 - $39,019
435 Added 8.23%
5,720 $315,000
Q2 2022

Aug 03, 2022

BUY
$57.51 - $145.19 $17,253 - $43,557
300 Added 6.02%
5,285 $325,000
Q1 2022

May 03, 2022

BUY
$88.72 - $164.03 $215,146 - $397,772
2,425 Added 94.73%
4,985 $676,000
Q4 2021

Feb 08, 2022

BUY
$158.3 - $265.08 $405,248 - $678,604
2,560 New
2,560 $413,000

Others Institutions Holding SQ

About Block, Inc.


  • Ticker SQ
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 529,536,000
  • Market Cap $33.6B
  • 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 Carson Advisory Inc. Portfolio

Follow Carson Advisory 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 Carson Advisory Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carson Advisory Inc. with notifications on news.