A detailed history of Westwood Wealth Management transactions in Block, Inc. stock. As of the latest transaction made, Westwood Wealth Management holds 3,560 shares of SQ stock, worth $257,459. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,560
Previous 4,560 21.93%
Holding current value
$257,459
Previous $385,000 40.52%
% of portfolio
0.09%
Previous 0.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$61.9 - $81.46 $61,900 - $81,460
-1,000 Reduced 21.93%
3,560 $229,000
Q1 2024

May 01, 2024

SELL
$62.57 - $85.72 $222,123 - $304,306
-3,550 Reduced 43.77%
4,560 $385,000
Q4 2023

Feb 12, 2024

SELL
$39.22 - $79.6 $14,119 - $28,655
-360 Reduced 4.25%
8,110 $627,000
Q3 2023

Nov 08, 2023

SELL
$44.14 - $80.53 $23,394 - $42,680
-530 Reduced 5.89%
8,470 $374,000
Q2 2023

Jul 26, 2023

SELL
$55.54 - $68.84 $7,775 - $9,637
-140 Reduced 1.53%
9,000 $599,000
Q1 2023

Apr 25, 2023

SELL
$60.68 - $88.41 $113,471 - $165,326
-1,870 Reduced 16.98%
9,140 $627,000
Q4 2022

Feb 14, 2023

SELL
$51.51 - $73.38 $70,826 - $100,897
-1,375 Reduced 11.1%
11,010 $691,000
Q3 2022

Nov 14, 2022

SELL
$54.14 - $89.7 $81,913 - $135,716
-1,513 Reduced 10.89%
12,385 $681,000
Q2 2022

Aug 05, 2022

SELL
$57.51 - $145.19 $288,527 - $728,418
-5,017 Reduced 26.52%
13,898 $854,000
Q1 2022

May 11, 2022

SELL
$88.72 - $164.03 $1.24 Million - $2.29 Million
-13,950 Reduced 42.45%
18,915 $2.57 Million
Q4 2021

Feb 14, 2022

BUY
$158.3 - $265.08 $5.2 Million - $8.71 Million
32,865 New
32,865 $9,000

Others Institutions Holding SQ

About Block, Inc.


  • Ticker SQ
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 529,536,000
  • Market Cap $38.3B
  • 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
Track This Portfolio

Track Westwood Wealth Management Portfolio

Follow Westwood Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westwood Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Westwood Wealth Management with notifications on news.