BHPW
Beverly Hills Private Wealth’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Buy |
4,100
+12
| +0.3% | +$12.6K | 0.81% | 26 |
|
|
2025
Q1 | $3.87M | Buy |
4,088
+6
| +0.1% | +$5.68K | 0.77% | 29 |
|
|
2024
Q4 | $4.18M | Buy |
+4,082
| New | +$4.18M | 0.85% | 25 |
|
|
2024
Q3 | – | Sell |
-4,981
| Closed | -$3.92M | – | 342 |
|
|
2024
Q2 | $3.92M | Buy |
4,981
+258
| +5% | +$203K | 0.85% | 28 |
|
|
2024
Q1 | $3.94M | Buy |
4,723
+13
| +0.3% | +$10.8K | 0.91% | 22 |
|
|
2023
Q4 | $3.82M | Buy |
4,710
+56
| +1% | +$45.5K | 1% | 20 |
|
|
2023
Q3 | $3.01M | Sell |
4,654
-3,813
| -45% | -$2.46M | 0.9% | 25 |
|
|
2023
Q2 | $6.01M | Buy |
8,467
+4,098
| +94% | +$2.91M | 0.99% | 22 |
|
|
2023
Q1 | $2.92M | Buy |
4,369
+667
| +18% | +$446K | 0.91% | 27 |
|
|
2022
Q4 | $2.62M | Buy |
+3,702
| New | +$2.62M | 1.15% | 20 |
|