Angeles Wealth Management’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$902K Buy
860
+27
+3% +$28.3K 0.06% 116
2025
Q1
$788K Buy
833
+13
+2% +$12.3K 0.07% 107
2024
Q4
$841K Buy
+820
New +$841K 0.07% 104
2024
Q3
Sell
-748
Closed -$589K 332
2024
Q2
$589K Buy
748
+160
+27% +$126K 0.06% 115
2024
Q1
$490K Buy
588
+2
+0.3% +$1.67K 0.05% 120
2023
Q4
$476K Sell
586
-40
-6% -$32.5K 0.06% 114
2023
Q3
$405K Buy
626
+245
+64% +$158K 0.06% 104
2023
Q2
$263K Buy
381
+22
+6% +$15.2K 0.04% 154
2023
Q1
$240K Sell
359
-51
-12% -$34.1K 0.04% 156
2022
Q4
$291K Buy
410
+41
+11% +$29.1K 0.05% 131
2022
Q3
$203K Buy
369
+11
+3% +$6.05K 0.04% 159
2022
Q2
$218K Hold
358
0.04% 156
2022
Q1
$274K Buy
+358
New +$274K 0.05% 140