A detailed history of Ep Wealth Advisors, LLC transactions in Block, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 11,210 shares of SQ stock, worth $997,802. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,210
Previous 3,897 187.66%
Holding current value
$997,802
Previous $251,000 199.6%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$57.21 - $72.07 $418,376 - $527,047
7,313 Added 187.66%
11,210 $752,000
Q2 2024

Aug 19, 2024

BUY
$61.9 - $81.46 $15,722 - $20,690
254 Added 6.97%
3,897 $251,000
Q1 2024

May 14, 2024

SELL
$62.57 - $85.72 $24,715 - $33,859
-395 Reduced 9.78%
3,643 $308,000
Q4 2023

Feb 28, 2024

BUY
$39.22 - $79.6 $158,370 - $321,424
4,038 New
4,038 $312,000
Q2 2023

Aug 14, 2023

BUY
$55.54 - $68.84 $575,227 - $712,975
10,357 Added 58.84%
27,958 $1.86 Million
Q1 2023

Jun 05, 2023

BUY
$60.68 - $88.41 $1.07 Million - $1.56 Million
17,601 New
17,601 $1.21 Million
Q4 2022

Jun 12, 2023

SELL
$51.51 - $73.38 $698,321 - $994,812
-13,557 Reduced 77.02%
4,044 $254,000
Q2 2022

Aug 11, 2022

BUY
$57.51 - $145.19 $166,031 - $419,163
2,887 Added 106.93%
5,587 $343,000
Q1 2022

May 20, 2022

BUY
$88.72 - $164.03 $71,330 - $131,880
804 Added 42.41%
2,700 $366,000
Q4 2021

Feb 17, 2022

BUY
$158.3 - $265.08 $47,490 - $79,524
300 Added 18.8%
1,896 $306,000
Q3 2021

Nov 23, 2021

SELL
$233.69 - $281.81 $325,997 - $393,124
-1,395 Reduced 46.64%
1,596 $383,000
Q3 2021

Nov 16, 2021

BUY
$233.69 - $281.81 $338,383 - $408,060
1,448 Added 93.84%
2,991 $383,000
Q2 2021

Aug 24, 2021

SELL
$197.13 - $273.23 $121,826 - $168,856
-618 Reduced 28.6%
1,543 $376,000
Q1 2021

May 17, 2021

BUY
$201.87 - $276.57 $436,241 - $597,667
2,161 New
2,161 $491,000

Others Institutions Holding SQ

About Block, Inc.


  • Ticker SQ
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 529,536,000
  • Market Cap $47.1B
  • 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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