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Square Inc cl a shares owned by Monterey Private Wealth

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

Historical chart of Monterey Private Wealth investment in Square Inc cl a

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

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Quarterly reported holdings in Square Inc cl a by Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $342k 4.0k 84.58
2023-12-31 $313k 4.0k 77.35
2023-06-30 $269k 4.0k 66.57
2023-03-31 $283k 4.1k 68.65
2022-12-31 $254k 4.0k 62.84
2022-09-30 $228k 4.1k 55.84
2022-06-30 $249k 4.0k 61.50
2022-03-31 $567k 4.0k 140.21
2021-12-31 $653k 4.0k 161.47
2021-09-30 $953k 4.0k 236.01
2021-06-30 $984k 4.0k 243.69
2021-03-31 $1.0M 4.0k 255.82
2020-12-31 $879k 4.0k 217.68
2020-09-30 $656k 4.0k 162.62
2020-06-30 $423k 4.0k 104.86
2020-03-31 $211k 4.0k 52.31
2019-12-31 $252k 4.0k 62.47