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Square Inc cl a shares owned by Morton Brown Family Wealth

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

Historical chart of Morton Brown Family Wealth investment in Square Inc cl a

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All positions including Square Inc cl a held by Morton Brown Family 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 Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $85k 1.0k 84.58
2023-12-31 $77k 1.0k 77.35
2023-03-31 $824 12 68.67
2022-03-31 $136k 1.0k 136.00
2021-12-31 $162k 1.0k 162.00

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab International Small-cap Equity Etf Etf (SCHC)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family Wealth

Top funds holding Square Inc cl a

Vanguard Group
BlackRock
Susquehanna International
Citadel Advisors
ARK Investment Management
Sumitomo Mitsui Trust Holdings
Wellington Management Company
Nikko Asset Management Americas
Jpmorgan Chase & Co
Baillie Gifford & Co
Norges Bank Investment Management
Lone Pine Capital
Barclays
D. E. Shaw & Co
Bank of New York Mellon

View all funds holding Square Inc cl a