Venturi Wealth Management »

Square Inc cl a shares owned by Venturi Wealth Management

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

Historical chart of Venturi Wealth Management investment in Square Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Square Inc cl a held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Square Inc cl a by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $919k 17k 54.33
2024-12-31 $1.0M 12k 84.99
2024-09-30 $120k 1.8k 67.13
2024-06-30 $115k 1.8k 64.49
2024-03-31 $148k 1.8k 84.58
2023-12-31 $176k 2.3k 77.35
2023-09-30 $149k 3.4k 44.26
2023-06-30 $225k 3.4k 66.57
2023-03-31 $206k 3.0k 68.65
2022-03-31 $246k 1.8k 135.82