BLOCK INC

Ticker: XYZ CUSIP: 852234103 Class: CL A

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 12,024 Value ($000) $783 Avg Close $68.98 Range $56.96 - $81.70
Q3 2025
Shares 11,025 Value ($000) $797 Avg Close $74.85 Range $64.85 - $82.50
Q2 2025
Shares 8,917 Value ($000) $606 Avg Close $58.18 Range $44.27 - $68.40
Q1 2025
Shares 8,717 Value ($000) $474 Avg Close $74.64 Range $52.25 - $94.25
Q4 2024
Shares 8,248 Value ($000) $701 Avg Close $82.04 Range $63.94 - $99.26
Q3 2024
Shares 8,454 Value ($000) $568 Avg Close $64.60 Range $55.00 - $73.36
Q2 2024
Shares 8,115 Value ($000) $523 Avg Close $69.96 Range $60.90 - $84.92
Q1 2024
Shares 9,006 Value ($000) $762 Avg Close $72.33 Range $61.83 - $87.52
Q4 2023
Shares 8,280 Value ($000) $640 Avg Close $56.54 Range $38.85 - $80.29
Q2 2023
Shares 4,665 Value ($000) $311 Avg Close $62.48 Range $55.05 - $69.74
Q1 2023
Shares 6,089 Value ($000) $418 Avg Close $74.85 Range $56.50 - $89.97
Q4 2022
Shares 10,045 Value ($000) $631 Avg Close $61.70 Range $51.34 - $75.77
Q3 2022
Shares 12,344 Value ($000) $679 Avg Close $70.80 Range $53.90 - $93.19
Q2 2022
Shares 13,894 Value ($000) $854 Avg Close $91.37 Range $56.01 - $145.58
Q1 2022
Shares 16,022 Value ($000) $2,173 Avg Close $121.07 Range $82.72 - $165.20
Q4 2021
Shares 41,722 Value ($000) $6,739 Avg Close $216.70 Range $157.57 - $270.16
Q3 2021
Shares 41,416 Value ($000) $9,933 Avg Close $256.87 Range $225.28 - $289.23
Q2 2021
Shares 42,215 Value ($000) $10,292 Avg Close $231.94 Range $192.21 - $278.13
Q1 2021
Shares 34,839 Value ($000) $7,910 Avg Close $233.92 Range $191.36 - $283.19
Q4 2020
Shares 30,595 Value ($000) $6,659 Avg Close $195.07 Range $151.10 - $243.38
Q3 2020
Shares 21,190 Value ($000) $3,444 Avg Close $141.19 Range $106.54 - $170.61
Q2 2020
Shares 33,858 Value ($000) $3,553 Avg Close $76.56 Range $42.33 - $107.84
Q1 2020
Shares 35,367 Value ($000) $1,853 Avg Close $68.39 Range $32.33 - $87.25
Q4 2019
Shares 38,851 Value ($000) $2,431 Avg Close $63.90 Range $57.62 - $69.73
Q3 2019
Shares 38,024 Value ($000) $2,356 Avg Close $67.93 Range $54.41 - $83.20
Q2 2019
Shares 39,804 Value ($000) $2,887 Avg Close $69.86 Range $59.89 - $77.84
Q1 2019
Shares 73,426 Value ($000) $5,501 Avg Close $72.47 Range $52.26 - $82.78
Q4 2018
Shares 26,375 Value ($000) $1,479 Avg Close $70.61 Range $49.82 - $101.15
Q3 2018
Shares 23,892 Value ($000) $2,366 Avg Close $77.13 Range $60.26 - $100.39
Q2 2018
Shares 21,788 Value ($000) $1,343 Avg Close $55.00 Range $43.72 - $69.40
Q1 2018
Shares 5,937 Value ($000) $292 Avg Close $45.90 Range $34.68 - $58.46
Q4 2017
Shares 10,503 Value ($000) $364 Avg Close $36.61 Range $28.78 - $49.56