Square Inc cl a shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Square Inc cl a (XYZ) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Square Inc cl a
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All positions including Square Inc cl a held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Square Inc cl a by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $111k | 1.7k | 65.09 |
| 2025-09-30 | $123k | 1.7k | 72.27 |
| 2025-06-30 | $111k | 1.6k | 67.93 |
| 2025-03-31 | $44k | 815 | 54.33 |
| 2024-12-31 | $7.2k | 85 | 85.00 |
| 2024-09-30 | $5.7k | 85 | 67.14 |
| 2024-06-30 | $5.5k | 85 | 64.49 |
| 2024-03-31 | $7.2k | 85 | 84.59 |
| 2023-12-31 | $6.6k | 85 | 77.35 |
| 2023-09-30 | $3.8k | 85 | 44.27 |
| 2023-06-30 | $5.7k | 85 | 66.58 |
| 2023-03-31 | $5.8k | 85 | 68.66 |
| 2022-12-31 | $5.3k | 85 | 62.84 |
| 2022-09-30 | $5.0k | 85 | 58.82 |
| 2022-06-30 | $4.0k | 70 | 57.14 |
| 2022-03-31 | $9.0k | 70 | 128.57 |
| 2021-12-31 | $6.0k | 40 | 150.00 |
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