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Square Inc cl a shares owned by Cherrydale Wealth Management

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

Historical chart of Cherrydale Wealth Management investment in Square Inc cl a

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All positions including Square Inc cl a held by Cherrydale 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 Cherrydale Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $203k 2.4k 84.58
2022-03-31 $293k 2.2k 135.52
2021-12-31 $345k 2.1k 161.67

More positions owned by Cherrydale Wealth Management

Vanguard Index Fds Total Stk Market (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)

View all positions for Cherrydale Wealth Management

Top funds holding Square Inc cl a

Vanguard Group
BlackRock
FMR
Morgan Stanley
Sands Capital Management
Susquehanna International
ARK Investment Management
Sumitomo Mitsui Trust Holdings
Wellington Management Company
Nikko Asset Management Americas
Geode Capital Management
Jpmorgan Chase & Co
Citadel Advisors
Loomis, Sayles and
Baillie Gifford & Co

View all funds holding Square Inc cl a