AWM
Axxcess Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
3,071
+348
| +13% | +$365K | 0.08% | 207 |
|
|
2025
Q1 | $2.58M | Buy |
2,723
+131
| +5% | +$124K | 0.07% | 220 |
|
|
2024
Q4 | $2.66M | Buy |
2,592
+363
| +16% | +$372K | 0.06% | 222 |
|
|
2024
Q3 | $2.12M | Buy |
2,229
+5
| +0.2% | +$4.75K | 0.05% | 251 |
|
|
2024
Q2 | $1.75M | Sell |
2,224
-2,508
| -53% | -$1.97M | 0.05% | 277 |
|
|
2024
Q1 | $3.94M | Buy |
4,732
+1,248
| +36% | +$1.04M | 0.11% | 155 |
|
|
2023
Q4 | $2.83M | Sell |
3,484
-129
| -4% | -$105K | 0.08% | 190 |
|
|
2023
Q3 | $2.34M | Buy |
3,613
+2,312
| +178% | +$1.49M | 0.08% | 182 |
|
|
2023
Q2 | $899K | Sell |
1,301
-2,569
| -66% | -$1.78M | 0.07% | 251 |
|
|
2023
Q1 | $2.59M | Sell |
3,870
-85
| -2% | -$56.9K | 0.2% | 104 |
|
|
2022
Q4 | $2.8M | Buy |
3,955
+2,258
| +133% | +$1.6M | 0.23% | 96 |
|
|
2022
Q3 | $934K | Buy |
+1,697
| New | +$934K | 0.09% | 197 |
|
|
2022
Q2 | – | Sell |
-366
| Closed | -$280K | – | 547 |
|
|
2022
Q1 | $280K | Sell |
366
-391
| -52% | -$299K | 0.02% | 486 |
|
|
2021
Q4 | $694K | Buy |
+757
| New | +$694K | 0.05% | 285 |
|