Square Inc cl a shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Square Inc cl a (XYZ) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Square Inc cl a
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Quarterly reported holdings in Square Inc cl a by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.3M | 15k | 84.99 |
| 2024-09-30 | $1.0M | 15k | 67.13 |
| 2024-06-30 | $973k | 15k | 64.49 |
| 2024-03-31 | $1.3M | 15k | 84.58 |
| 2023-12-31 | $2.1M | 27k | 77.35 |
| 2023-09-30 | $838k | 19k | 44.26 |
| 2023-06-30 | $973k | 15k | 66.57 |
| 2023-03-31 | $1.0M | 15k | 68.65 |
| 2022-12-31 | $928k | 15k | 62.84 |
| 2022-09-30 | $808k | 15k | 55.00 |
| 2022-06-30 | $914k | 15k | 61.48 |
| 2022-03-31 | $2.0M | 15k | 135.63 |
| 2021-12-31 | $2.7M | 17k | 161.52 |
| 2021-09-30 | $3.9M | 16k | 239.83 |
| 2021-06-30 | $4.0M | 16k | 243.80 |
| 2021-03-31 | $3.6M | 16k | 227.03 |
| 2020-12-31 | $5.4M | 25k | 217.64 |
| 2020-09-30 | $2.8M | 17k | 162.56 |
| 2020-06-30 | $2.3M | 22k | 104.95 |
| 2019-12-31 | $2.0M | 32k | 62.56 |
| 2019-06-30 | $2.3M | 32k | 72.54 |
| 2019-03-31 | $621k | 8.3k | 74.87 |