United Capital Financial Advisers, LLC Block, Inc. Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Block, Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 8,248 shares of SQ stock, worth $694,316. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,248

Previous 8,454 2.44%

Holding current value

$694,316

Previous $567,000 23.46%

% of portfolio

0.01%

Previous 0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$65.06 - $98.92 $13,402 - $20,377	-206 Reduced 2.44%	8,248 $700,000
Q3 2024 Nov 12, 2024	BUY	$57.21 - $72.07 $19,394 - $24,431	339 Added 4.18%	8,454 $567,000
Q2 2024 Aug 14, 2024	SELL	$61.9 - $81.46 $55,152 - $72,580	-891 Reduced 9.89%	8,115 $523,000
Q1 2024 May 15, 2024	BUY	$62.57 - $85.72 $45,425 - $62,232	726 Added 8.77%	9,006 $761,000
Q4 2023 Feb 14, 2024	BUY	$39.22 - $79.6 $324,741 - $659,088	8,280 New	8,280 $640,000
Q2 2023 Aug 14, 2023	SELL	$55.54 - $68.84 $79,088 - $98,028	-1,424 Reduced 23.39%	4,665 $310,000
Q1 2023 Aug 14, 2023	BUY	$60.68 - $88.41 $86,408 - $125,895	1,424 Added 30.53%	6,089 $418,000
Q1 2023 May 15, 2023	SELL	$60.68 - $88.41 $240,050 - $349,749	-3,956 Reduced 39.38%	6,089 $418,000
Q4 2022 Feb 14, 2023	SELL	$51.51 - $73.38 $118,421 - $168,700	-2,299 Reduced 18.62%	10,045 $631,000
Q3 2022 Nov 14, 2022	SELL	$54.14 - $89.7 $83,917 - $139,035	-1,550 Reduced 11.16%	12,344 $679,000
Q2 2022 Aug 11, 2022	SELL	$57.51 - $145.19 $122,381 - $308,964	-2,128 Reduced 13.28%	13,894 $854,000
Q1 2022 May 16, 2022	SELL	$88.72 - $164.03 $2.28 Million - $4.22 Million	-25,700 Reduced 61.6%	16,022 $2.17 Million
Q4 2021 Feb 14, 2022	BUY	$158.3 - $265.08 $48,439 - $81,114	306 Added 0.74%	41,722 $6.74 Million
Q3 2021 Nov 15, 2021	SELL	$233.69 - $281.81 $186,718 - $225,166	-799 Reduced 1.89%	41,416 $9.93 Million
Q2 2021 Aug 13, 2021	BUY	$197.13 - $273.23 $1.45 Million - $2.02 Million	7,376 Added 21.17%	42,215 $10.3 Million
Q1 2021 May 14, 2021	BUY	$201.87 - $276.57 $856,736 - $1.17 Million	4,244 Added 13.87%	34,839 $7.91 Million
Q4 2020 Feb 17, 2021	BUY	$154.88 - $241.58 $1.46 Million - $2.27 Million	9,405 Added 44.38%	30,595 $6.66 Million
Q3 2020 Nov 13, 2020	SELL	$113.39 - $166.66 $1.44 Million - $2.11 Million	-12,668 Reduced 37.42%	21,190 $3.44 Million
Q2 2020 Aug 13, 2020	SELL	$43.72 - $104.94 $65,973 - $158,354	-1,509 Reduced 4.27%	33,858 $3.55 Million
Q1 2020 May 15, 2020	SELL	$38.09 - $85.7 $132,705 - $298,578	-3,484 Reduced 8.97%	35,367 $1.85 Million
Q4 2019 Feb 14, 2020	BUY	$58.36 - $69.65 $48,263 - $57,600	827 Added 2.17%	38,851 $2.43 Million
Q3 2019 Nov 14, 2019	SELL	$56.76 - $82.28 $101,032 - $146,458	-1,780 Reduced 4.47%	38,024 $2.36 Million
Q2 2019 Aug 13, 2019	SELL	$60.62 - $77.05 $2.04 Million - $2.59 Million	-33,622 Reduced 45.79%	39,804 $2.89 Million
Q1 2019 May 14, 2019	BUY	$52.42 - $81.24 $2.47 Million - $3.82 Million	47,051 Added 178.39%	73,426 $5.5 Million
Q4 2018 Feb 14, 2019	BUY	$50.72 - $97.83 $125,937 - $242,911	2,483 Added 10.39%	26,375 $1.48 Million
Q3 2018 Nov 14, 2018	BUY	$61.75 - $99.01 $129,922 - $208,317	2,104 Added 9.66%	23,892 $2.37 Million
Q2 2018 Aug 14, 2018	BUY	$44.75 - $67.59 $709,332 - $1.07 Million	15,851 Added 266.99%	21,788 $1.34 Million
Q1 2018 May 15, 2018	SELL	$36.17 - $57.69 $165,152 - $263,412	-4,566 Reduced 43.47%	5,937 $292,000
Q4 2017 Feb 13, 2018	BUY	$29.39 - $48.86 $308,683 - $513,176	10,503	10,503 $364,000

Others Institutions Holding SQ

# of Institutions

1,314

Shares Held

375M

Call Options Held

26.5M

Put Options Held

26.6M

View Full List

About Block, Inc.

Ticker SQ
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 529,536,000
Market Cap $44.6B
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

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United Capital Financial Advisers, LLC Block, Inc. Transaction History