Kingsview Wealth Management, LLC Block, Inc. Transaction History

Kingsview Wealth Management, LLC

$3.76 Billion
Q1 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Block, Inc. stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 3,616 shares of SQ stock, worth $233,521. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,616

Previous 10,761 66.4%

Holding current value

$233,521

Previous $832,000 63.34%

% of portfolio

0.01%

Previous 0.03%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$62.57 - $85.72 $447,062 - $612,469	-7,145 Reduced 66.4%	3,616 $305,000
Q4 2023 Feb 08, 2024	BUY	$39.22 - $79.6 $239,673 - $486,435	6,111 Added 131.42%	10,761 $832,000
Q3 2023 Nov 07, 2023	BUY	$44.14 - $80.53 $2,560 - $4,670	58 Added 1.26%	4,650 $205,000
Q2 2023 Aug 10, 2023	SELL	$55.54 - $68.84 $203,387 - $252,092	-3,662 Reduced 44.37%	4,592 $305,000
Q1 2023 May 15, 2023	BUY	$60.68 - $88.41 $89,867 - $130,935	1,481 Added 21.87%	8,254 $566,000

Q4 2022 Feb 13, 2023	SELL	$51.51 - $73.38 $20,449 - $29,131	-397 Reduced 5.54%	6,773 $425,000
Q3 2022 Nov 14, 2022	SELL	$54.14 - $89.7 $66,213 - $109,703	-1,223 Reduced 14.57%	7,170 $394,000
Q2 2022 Aug 16, 2022	BUY	$57.51 - $145.19 $114,617 - $289,363	1,993 Added 31.14%	8,393 $516,000
Q1 2022 Feb 08, 2024	SELL	$88.72 - $164.03 $290,735 - $537,526	-3,277 Reduced 30.45%	7,484 $1.01 Million
Q4 2021 Feb 17, 2022	SELL	$158.3 - $265.08 $46,856 - $78,463	-296 Reduced 4.42%	6,400 $1.03 Million
Q3 2021 Dec 03, 2021	BUY	$233.69 - $281.81 $30,146 - $36,353	129 Added 1.96%	6,696 $1.61 Million
Q2 2021 Aug 17, 2021	SELL	$197.13 - $273.23 $938,930 - $1.3 Million	-4,763 Reduced 42.04%	6,567 $1.59 Million
Q1 2021 May 24, 2021	BUY	$201.87 - $276.57 $1.4 Million - $1.92 Million	6,949 Added 158.62%	11,330 $2.6 Million
Q4 2020 Feb 16, 2021	BUY	$154.88 - $241.58 $114,301 - $178,286	738 Added 20.26%	4,381 $953,000
Q3 2020 Nov 19, 2020	BUY	$113.39 - $166.66 $2,381 - $3,499	21 Added 0.58%	3,643 $592,000
Q2 2020 Aug 14, 2020	SELL	$43.72 - $104.94 $44,987 - $107,983	-1,029 Reduced 22.12%	3,622 $380,000
Q1 2020 May 11, 2020	SELL	$38.09 - $85.7 $952 - $2,142	-25 Reduced 0.53%	4,651 $244,000
Q4 2019 Jan 31, 2020	BUY	$58.36 - $69.65 $201,283 - $240,222	3,449 Added 281.09%	4,676 $293,000
Q4 2019 Jan 30, 2020	BUY	$58.36 - $69.65 $71,607 - $85,460	1,227 New	1,227 $43,000
Q1 2018 Jan 29, 2020	SELL	$36.17 - $57.69 $44,380 - $70,785	-1,227 Closed	0 $0
Q4 2017 Jan 29, 2020	BUY	$29.39 - $48.86 $36,061 - $59,951	1,227	1,227 $43,000

Others Institutions Holding SQ

# of Institutions

1,208

Shares Held

343M

Call Options Held

20.7M

Put Options Held

19.9M

View Full List

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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Kingsview Wealth Management, LLC Block, Inc. Transaction History