9258 Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.57M | Sell |
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|
2024
Q2 | $1.7M | Buy |
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|
2024
Q1 | $1.73M | Buy |
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|
2023
Q4 | $1.67M | Sell |
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|
2023
Q3 | $1.35M | Sell |
|
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|
2023
Q2 | $1.44M | Buy |
|
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|
2023
Q1 | $1.39M | Sell |
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|
2022
Q4 | $1.48M | Buy |
|
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|
2022
Q3 | $1.09M | Sell |
|
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|
2022
Q2 | $1.29M | Buy |
|
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|
2022
Q1 | $1.6M | Buy |
|
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|
2021
Q4 | $1.9M | Sell |
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|
2021
Q3 | $1.75M | Buy |
|
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|
2021
Q2 | $1.75M | Buy |
|
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $1.26M | Buy |
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|
2020
Q3 | $1.04M | Buy |
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|
2020
Q2 | $913K | Buy |
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|
2020
Q1 | $824K | Sell |
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|
2019
Q4 | $851K | Buy |
|