AWA
Amplius Wealth Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Sell |
334
-3
| -0.9% | -$3.15K | 0.03% | 144 |
|
|
2025
Q1 | $319K | Buy |
337
+8
| +2% | +$7.57K | 0.03% | 132 |
|
|
2024
Q4 | $337K | Buy |
+329
| New | +$337K | 0.03% | 128 |
|
|
2024
Q3 | – | Sell |
-317
| Closed | -$250K | – | 176 |
|
|
2024
Q2 | $250K | Hold |
317
| – | – | 0.03% | 146 |
|
|
2024
Q1 | $264K | Sell |
317
-440
| -58% | -$367K | 0.03% | 141 |
|
|
2023
Q4 | $615K | Sell |
757
-4
| -0.5% | -$3.25K | 0.07% | 86 |
|
|
2023
Q3 | $492K | Hold |
761
| – | – | 0.07% | 94 |
|
|
2023
Q2 | $526K | Hold |
761
| – | – | 0.07% | 94 |
|
|
2023
Q1 | $509K | Hold |
761
| – | – | 0.07% | 92 |
|
|
2022
Q4 | $539K | Buy |
761
+6
| +0.8% | +$4.25K | 0.09% | 82 |
|
|
2022
Q3 | $415K | Buy |
755
+6
| +0.8% | +$3.3K | 0.07% | 99 |
|
|
2022
Q2 | $456K | Sell |
749
-27
| -3% | -$16.4K | 0.07% | 97 |
|
|
2022
Q1 | $592K | Buy |
776
+5
| +0.6% | +$3.81K | 0.09% | 90 |
|
|
2021
Q4 | $705K | Buy |
+771
| New | +$705K | 0.1% | 84 |
|