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Square Inc cl a shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Square Inc cl a (XYZ) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in Square Inc cl a

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All positions including Square Inc cl a held by Keudell/Morrison 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 Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $351k 5.4k 65.09
2025-06-30 $378k 5.6k 67.93
2025-03-31 $317k 5.8k 54.33
2024-12-31 $449k 5.3k 84.99
2024-09-30 $355k 5.3k 67.13
2024-06-30 $341k 5.3k 64.49
2024-03-31 $447k 5.3k 84.58
2023-12-31 $409k 5.3k 77.35
2023-09-30 $238k 5.4k 44.26
2023-06-30 $358k 5.4k 66.57
2023-03-31 $311k 4.5k 68.65
2022-12-31 $285k 4.5k 62.84
2022-09-30 $264k 4.8k 55.02
2022-03-31 $380k 2.8k 135.71
2021-12-31 $386k 2.4k 161.51