A detailed history of Monterey Private Wealth, Inc. transactions in Block, Inc. stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 4,049 shares of SQ stock, worth $373,560. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,049
Previous 4,149 2.41%
Holding current value
$373,560
Previous $267,000 1.5%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 03, 2024

SELL
$57.21 - $72.07 $5,721 - $7,206
-100 Reduced 2.41%
4,049 $271,000
Q2 2024

Jul 08, 2024

BUY
$61.9 - $81.46 $6,499 - $8,553
105 Added 2.6%
4,149 $267,000
Q1 2024

Apr 09, 2024

BUY
$62.57 - $85.72 $250 - $342
4 Added 0.1%
4,044 $342,000
Q4 2023

Jan 12, 2024

BUY
$39.22 - $79.6 $158,448 - $321,584
4,040 New
4,040 $312,000
Q2 2023

Jul 11, 2023

SELL
$55.54 - $68.84 $4,332 - $5,369
-78 Reduced 1.89%
4,040 $268,000
Q1 2023

Apr 06, 2023

BUY
$60.68 - $88.41 $4,733 - $6,895
78 Added 1.93%
4,118 $282,000
Q4 2022

Jan 20, 2023

SELL
$51.51 - $73.38 $2,214 - $3,155
-43 Reduced 1.05%
4,040 $0
Q3 2022

Oct 11, 2022

BUY
$54.14 - $89.7 $1,840 - $3,049
34 Added 0.84%
4,083 $228,000
Q2 2022

Jul 13, 2022

BUY
$57.51 - $145.19 $287 - $725
5 Added 0.12%
4,049 $249,000
Q4 2021

Jan 18, 2022

BUY
$158.3 - $265.08 $949 - $1,590
6 Added 0.15%
4,044 $653,000
Q4 2020

Feb 16, 2021

BUY
$154.88 - $241.58 $619 - $966
4 Added 0.1%
4,038 $879,000
Q4 2019

Feb 24, 2021

BUY
$58.36 - $69.65 $235,424 - $280,968
4,034 New
4,034 $252,000

Others Institutions Holding SQ

About Block, Inc.


  • Ticker SQ
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 529,536,000
  • Market Cap $48.9B
  • 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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