A detailed history of Iht Wealth Management, LLC transactions in Block, Inc. stock. As of the latest transaction made, Iht Wealth Management, LLC holds 8,904 shares of SQ stock, worth $575,020. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,904
Previous 6,010 48.15%
Holding current value
$575,020
Previous $464,000 62.28%
% of portfolio
0.03%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$62.57 - $85.72 $181,077 - $248,073
2,894 Added 48.15%
8,904 $753,000
Q4 2023

Feb 14, 2024

SELL
$39.22 - $79.6 $60,555 - $122,902
-1,544 Reduced 20.44%
6,010 $464,000
Q3 2023

Nov 14, 2023

BUY
$44.14 - $80.53 $12,315 - $22,467
279 Added 3.84%
7,554 $334,000
Q2 2023

Aug 14, 2023

SELL
$55.54 - $68.84 $11,552 - $14,318
-208 Reduced 2.78%
7,275 $484,000
Q1 2023

May 15, 2023

BUY
$60.68 - $88.41 $31,250 - $45,531
515 Added 7.39%
7,483 $513,000
Q4 2022

Feb 14, 2023

SELL
$51.51 - $73.38 $21,943 - $31,259
-426 Reduced 5.76%
6,968 $437,000
Q3 2022

Nov 22, 2022

BUY
$54.14 - $89.7 $36,544 - $60,547
675 Added 10.05%
7,394 $407,000
Q2 2022

Aug 15, 2022

BUY
$57.51 - $145.19 $3,048 - $7,695
53 Added 0.8%
6,719 $413,000
Q1 2022

May 16, 2022

SELL
$88.72 - $164.03 $12,420 - $22,964
-140 Reduced 2.06%
6,666 $904,000
Q4 2021

Feb 14, 2022

SELL
$158.3 - $265.08 $54,613 - $91,452
-345 Reduced 4.82%
6,806 $1.1 Million
Q3 2021

Nov 15, 2021

BUY
$233.69 - $281.81 $685,179 - $826,266
2,932 Added 69.5%
7,151 $1.72 Million
Q2 2021

Aug 16, 2021

BUY
$197.13 - $273.23 $54,605 - $75,684
277 Added 7.03%
4,219 $1.03 Million
Q1 2021

May 18, 2021

BUY
$201.87 - $276.57 $239,821 - $328,565
1,188 Added 43.14%
3,942 $895,000
Q4 2020

Feb 17, 2021

BUY
$154.88 - $241.58 $174,859 - $272,743
1,129 Added 69.48%
2,754 $599,000
Q3 2020

Nov 19, 2020

BUY
$113.39 - $166.66 $184,258 - $270,822
1,625 New
1,625 $264,000
Q1 2020

May 13, 2020

SELL
$38.09 - $85.7 $172,090 - $387,192
-4,518 Closed
0 $0
Q4 2019

Feb 18, 2020

SELL
$58.36 - $69.65 $45,870 - $54,744
-786 Reduced 14.82%
4,518 $283,000
Q3 2019

Nov 15, 2019

BUY
$56.76 - $82.28 $301,055 - $436,413
5,304 New
5,304 $329,000
Q2 2018

Aug 13, 2018

SELL
$44.75 - $67.59 $30,653 - $46,299
-685 Closed
0 $0
Q4 2017

Feb 14, 2018

BUY
$29.39 - $48.86 $20,132 - $33,469
685
685 $28,000

Others Institutions Holding SQ

About Block, Inc.


  • Ticker SQ
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 529,536,000
  • Market Cap $34.2B
  • 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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