1WA
180 Wealth Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Sell |
3,549
-47
| -1% | -$49.3K | 0.52% | 43 |
|
|
2025
Q1 | $3.4M | Buy |
+3,596
| New | +$3.4M | 0.54% | 41 |
|
|
2024
Q4 | – | Sell |
-3,440
| Closed | -$3.27M | – | 436 |
|
|
2024
Q3 | $3.27M | Hold |
3,440
| – | – | 0.51% | 46 |
|
|
2024
Q2 | $2.84M | Buy |
3,440
+498
| +17% | +$411K | 0.46% | 55 |
|
|
2024
Q1 | $2.45M | Buy |
2,942
+317
| +12% | +$264K | 0.44% | 61 |
|
|
2023
Q4 | $2.1M | Buy |
2,625
+25
| +1% | +$20K | 0.42% | 67 |
|
|
2023
Q3 | $1.68M | Buy |
2,600
+108
| +4% | +$69.8K | 0.38% | 74 |
|
|
2023
Q2 | $1.73M | Buy |
2,492
+77
| +3% | +$53.4K | 0.38% | 74 |
|
|
2023
Q1 | $1.62M | Sell |
2,415
-34
| -1% | -$22.8K | 0.38% | 75 |
|
|
2022
Q4 | $1.86M | Sell |
2,449
-12
| -0.5% | -$9.11K | 0.44% | 68 |
|
|
2022
Q3 | $1.35M | Sell |
2,461
-9
| -0.4% | -$4.95K | 0.37% | 77 |
|
|
2022
Q2 | $1.52M | Sell |
2,470
-76
| -3% | -$46.9K | 0.39% | 76 |
|
|
2022
Q1 | $1.79M | Buy |
2,546
+59
| +2% | +$41.4K | 0.39% | 71 |
|
|
2021
Q4 | $1.99M | Buy |
2,487
+38
| +2% | +$30.4K | 0.45% | 63 |
|
|
2021
Q3 | $2.22M | Buy |
2,449
+23
| +0.9% | +$20.9K | 0.49% | 53 |
|
|
2021
Q2 | $2.21M | Sell |
2,426
-11
| -0.5% | -$10K | 0.51% | 52 |
|
|
2021
Q1 | $2.1M | Buy |
2,437
+2
| +0.1% | +$1.72K | 0.52% | 50 |
|
|
2020
Q4 | $1.79M | Buy |
2,435
+184
| +8% | +$135K | 0.52% | 51 |
|
|
2020
Q3 | $1.45M | Buy |
2,251
+80
| +4% | +$51.6K | 0.54% | 48 |
|
|
2020
Q2 | $1.28M | Buy |
2,171
+616
| +40% | +$362K | 0.51% | 50 |
|
|
2020
Q1 | $663K | Buy |
1,555
+622
| +67% | +$265K | 0.34% | 77 |
|
|
2019
Q4 | $495K | Buy |
+933
| New | +$495K | 0.2% | 130 |
|
|
2018
Q3 | – | Sell |
-407
| Closed | -$203K | – | 258 |
|
|
2018
Q2 | $203K | Hold |
407
| – | – | 0.1% | 227 |
|
|
2018
Q1 | $221K | Sell |
407
-35
| -8% | -$19K | 0.11% | 212 |
|
|
2017
Q4 | $227K | Buy |
+442
| New | +$227K | 0.12% | 208 |
|