AWM
Atticus Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Hold |
120
| – | – | 0.03% | 222 |
|
|
2025
Q1 | $114K | Hold |
120
| – | – | 0.04% | 150 |
|
|
2024
Q4 | $123K | Hold |
120
| – | – | 0.04% | 148 |
|
|
2024
Q3 | $114K | Sell |
120
-1
| -0.8% | -$950 | 0.04% | 160 |
|
|
2024
Q2 | $95.3K | Hold |
121
| – | – | 0.03% | 170 |
|
|
2024
Q1 | $101K | Hold |
121
| – | – | 0.03% | 169 |
|
|
2023
Q4 | $98.2K | Hold |
121
| – | – | 0.03% | 171 |
|
|
2023
Q3 | $78.2K | Hold |
121
| – | – | 0.03% | 200 |
|
|
2023
Q2 | $83.6K | Sell |
121
-19
| -14% | -$13.1K | 0.03% | 197 |
|
|
2023
Q1 | $93.7K | Sell |
140
-61
| -30% | -$40.8K | 0.04% | 179 |
|
|
2022
Q4 | $142K | Sell |
201
-57
| -22% | -$40.4K | 0.06% | 150 |
|
|
2022
Q3 | $157K | Hold |
258
| – | – | 0.08% | 129 |
|
|
2022
Q2 | $157K | Sell |
258
-17
| -6% | -$10.3K | 0.07% | 145 |
|
|
2022
Q1 | $210K | Sell |
275
-4
| -1% | -$3.06K | 0.08% | 139 |
|
|
2021
Q4 | $255K | Buy |
279
+189
| +210% | +$173K | 0.1% | 112 |
|
|
2021
Q3 | $75K | Hold |
90
| – | – | 0.03% | 195 |
|
|
2021
Q2 | $79K | Hold |
90
| – | – | 0.03% | 190 |
|
|
2021
Q1 | $68K | Hold |
90
| – | – | 0.03% | 188 |
|
|
2020
Q4 | $65K | Hold |
90
| – | – | 0.03% | 185 |
|
|
2020
Q3 | $51K | Hold |
90
| – | – | 0.03% | 175 |
|
|
2020
Q2 | $49K | Sell |
90
-10
| -10% | -$5.44K | 0.03% | 172 |
|
|
2020
Q1 | $44K | Hold |
100
| – | – | 0.04% | 174 |
|
|
2019
Q4 | $50K | Buy |
+100
| New | +$50K | 0.03% | 179 |
|