Square Inc cl a shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Square Inc cl a (XYZ) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Square Inc cl a
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Quarterly reported holdings in Square Inc cl a by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $220k | 4.0k | 54.33 |
| 2024-12-31 | $344k | 4.0k | 84.99 |
| 2024-09-30 | $272k | 4.0k | 67.13 |
| 2024-06-30 | $268k | 4.1k | 64.49 |
| 2024-03-31 | $342k | 4.0k | 84.58 |
| 2023-12-31 | $313k | 4.0k | 77.35 |
| 2023-06-30 | $269k | 4.0k | 66.57 |
| 2023-03-31 | $283k | 4.1k | 68.65 |
| 2022-12-31 | $254k | 4.0k | 62.84 |
| 2022-09-30 | $228k | 4.1k | 55.84 |
| 2022-06-30 | $249k | 4.0k | 61.50 |
| 2022-03-31 | $567k | 4.0k | 140.21 |
| 2021-12-31 | $653k | 4.0k | 161.47 |
| 2021-09-30 | $953k | 4.0k | 236.01 |
| 2021-06-30 | $984k | 4.0k | 243.69 |
| 2021-03-31 | $1.0M | 4.0k | 255.82 |
| 2020-12-31 | $879k | 4.0k | 217.68 |
| 2020-09-30 | $656k | 4.0k | 162.62 |
| 2020-06-30 | $423k | 4.0k | 104.86 |
| 2020-03-31 | $211k | 4.0k | 52.31 |
| 2019-12-31 | $252k | 4.0k | 62.47 |