BWM
BKM Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Sell |
3,607
-112
| -3% | -$118K | 1.48% | 17 |
|
|
2025
Q1 | $3.52M | Buy |
3,719
+189
| +5% | +$179K | 1.45% | 17 |
|
|
2024
Q4 | $3.62M | Buy |
3,530
+6
| +0.2% | +$6.15K | 1.48% | 16 |
|
|
2024
Q3 | $3.35M | Sell |
3,524
-87
| -2% | -$82.6K | 1.36% | 16 |
|
|
2024
Q2 | $2.84M | Buy |
3,611
+236
| +7% | +$186K | 1.37% | 17 |
|
|
2024
Q1 | $2.81M | Sell |
3,375
-22
| -0.6% | -$18.3K | 1.21% | 18 |
|
|
2023
Q4 | $2.76M | Buy |
+3,397
| New | +$2.76M | 1.18% | 17 |
|