9WM
9258 Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.57M | Sell |
1,655
-500
| -23% | -$475K | 0.23% | 88 |
|
|
2024
Q2 | $1.7M | Buy |
2,155
+83
| +4% | +$65.3K | 0.26% | 78 |
|
|
2024
Q1 | $1.73M | Buy |
2,072
+17
| +0.8% | +$14.2K | 0.27% | 76 |
|
|
2023
Q4 | $1.67M | Sell |
2,055
-26
| -1% | -$21.1K | 0.29% | 69 |
|
|
2023
Q3 | $1.35M | Sell |
2,081
-6
| -0.3% | -$3.88K | 0.26% | 77 |
|
|
2023
Q2 | $1.44M | Buy |
2,087
+3
| +0.1% | +$2.07K | 0.27% | 75 |
|
|
2023
Q1 | $1.39M | Sell |
2,084
-8
| -0.4% | -$5.35K | 0.28% | 71 |
|
|
2022
Q4 | $1.48M | Buy |
2,092
+112
| +6% | +$79.4K | 0.32% | 70 |
|
|
2022
Q3 | $1.09M | Sell |
1,980
-135
| -6% | -$74.3K | 0.28% | 80 |
|
|
2022
Q2 | $1.29M | Buy |
2,115
+22
| +1% | +$13.4K | 0.33% | 74 |
|
|
2022
Q1 | $1.6M | Buy |
2,093
+21
| +1% | +$16K | 0.37% | 57 |
|
|
2021
Q4 | $1.9M | Sell |
2,072
-16
| -0.8% | -$14.6K | 0.44% | 40 |
|
|
2021
Q3 | $1.75M | Buy |
2,088
+82
| +4% | +$68.8K | 0.47% | 37 |
|
|
2021
Q2 | $1.76M | Buy |
2,006
+39
| +2% | +$34.1K | 0.47% | 40 |
|
|
2021
Q1 | $1.48M | Buy |
1,967
+220
| +13% | +$166K | 0.45% | 45 |
|
|
2020
Q4 | $1.26M | Buy |
1,747
+15
| +0.9% | +$10.8K | 0.41% | 48 |
|
|
2020
Q3 | $1.04M | Buy |
1,732
+54
| +3% | +$32.4K | 0.39% | 54 |
|
|
2020
Q2 | $913K | Buy |
1,678
+20
| +1% | +$10.9K | 0.37% | 70 |
|
|
2020
Q1 | $824K | Sell |
1,658
-35
| -2% | -$17.4K | 0.36% | 69 |
|
|
2019
Q4 | $851K | Buy |
+1,693
| New | +$851K | 0.31% | 92 |
|