AWM
Aries Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
1,549
+180
| +13% | +$189K | 0.42% | 59 |
|
|
2025
Q1 | $1.3M | Buy |
1,369
+2
| +0.1% | +$1.89K | 0.35% | 72 |
|
|
2024
Q4 | $1.4M | Sell |
1,367
-105
| -7% | -$108K | 0.39% | 63 |
|
|
2024
Q3 | $1.4M | Buy |
1,472
+328
| +29% | +$311K | 0.38% | 66 |
|
|
2024
Q2 | $901K | Hold |
1,144
| – | – | 0.28% | 84 |
|
|
2024
Q1 | $954K | Sell |
1,144
-92
| -7% | -$76.7K | 0.31% | 83 |
|
|
2023
Q4 | $1M | Buy |
1,236
+175
| +16% | +$142K | 0.36% | 74 |
|
|
2023
Q3 | $674K | Buy |
1,061
+5
| +0.5% | +$3.18K | 0.26% | 91 |
|
|
2023
Q2 | $730K | Buy |
1,056
+11
| +1% | +$7.6K | 0.28% | 88 |
|
|
2023
Q1 | $699K | Buy |
1,045
+2
| +0.2% | +$1.34K | 0.29% | 89 |
|
|
2022
Q4 | $739K | Hold |
1,043
| – | – | 0.32% | 82 |
|
|
2022
Q3 | $674K | Hold |
1,043
| – | – | 0.3% | 82 |
|
|
2022
Q2 | $635K | Buy |
+1,043
| New | +$635K | 0.29% | 83 |
|
|
2022
Q1 | – | Sell |
-948
| Closed | -$868K | – | 86 |
|
|
2021
Q4 | $868K | Buy |
948
+15
| +2% | +$13.7K | 0.33% | 76 |
|
|
2021
Q3 | $782K | Buy |
933
+85
| +10% | +$71.2K | 0.33% | 78 |
|
|
2021
Q2 | $742K | Buy |
848
+15
| +2% | +$13.1K | 0.32% | 77 |
|
|
2021
Q1 | $667K | Buy |
833
+20
| +2% | +$16K | 0.3% | 79 |
|
|
2020
Q4 | $615K | Buy |
813
+30
| +4% | +$22.7K | 0.31% | 75 |
|
|
2020
Q3 | $441K | Buy |
783
+30
| +4% | +$16.9K | 0.25% | 88 |
|
|
2020
Q2 | $410K | Buy |
753
+238
| +46% | +$130K | 0.25% | 85 |
|
|
2020
Q1 | $220K | Buy |
515
+12
| +2% | +$5.13K | 0.17% | 114 |
|
|
2019
Q4 | $254K | Hold |
503
| – | – | 0.16% | 126 |
|
|
2019
Q3 | $218K | Hold |
503
| – | – | 0.15% | 136 |
|
|
2019
Q2 | $241K | Buy |
503
+5
| +1% | +$2.4K | 0.17% | 126 |
|
|
2019
Q1 | $213K | Buy |
+498
| New | +$213K | 0.16% | 136 |
|