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Square Inc cl a shares owned by Institute For Wealth Management

Quarter-by-quarter ownership of Square Inc cl a (SQ) shares owned by Institute For Wealth Management from 13F filings

Historical chart of Institute For Wealth Management investment in Square Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Square Inc cl a held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Square Inc cl a by Institute For Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 23k 84.58
2023-12-31 $1.8M 23k 77.35
2023-09-30 $942k 21k 44.26
2023-06-30 $1.4M 21k 66.57
2023-03-31 $1.5M 21k 68.65
2022-12-31 $1.4M 22k 62.84
2022-09-30 $1.4M 26k 55.00
2022-06-30 $1.5M 25k 61.47
2022-03-31 $3.4M 25k 135.59
2021-12-31 $3.0M 19k 161.50
2021-09-30 $4.4M 18k 239.81
2021-06-30 $4.4M 18k 243.79
2021-03-31 $3.9M 17k 227.04
2020-12-31 $3.7M 17k 217.63
2020-09-30 $2.8M 17k 162.53
2020-06-30 $1.7M 16k 104.96
2020-03-31 $843k 16k 52.39
2019-12-31 $784k 784 1000.00
2019-09-30 $827k 13k 61.93
2019-06-30 $1.0M 14k 72.54
2019-03-31 $1.2M 16k 74.88