CAWM
Capital Advisors Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
243
-68
| -22% | -$71.4K | 0.04% | 169 |
|
|
2025
Q1 | $294K | Buy |
311
+1
| +0.3% | +$947 | 0.05% | 143 |
|
|
2024
Q4 | $318K | Buy |
+310
| New | +$318K | 0.06% | 130 |
|
|
2024
Q3 | – | Sell |
-282
| Closed | -$222K | – | 169 |
|
|
2024
Q2 | $222K | Buy |
282
+1
| +0.4% | +$788 | 0.04% | 143 |
|
|
2024
Q1 | $235K | Buy |
281
+1
| +0.4% | +$835 | 0.05% | 133 |
|
|
2023
Q4 | $228K | Buy |
+280
| New | +$228K | 0.05% | 132 |
|
|
2023
Q2 | – | Sell |
-304
| Closed | -$204K | – | 140 |
|
|
2023
Q1 | $204K | Sell |
304
-19
| -6% | -$12.7K | 0.06% | 129 |
|
|
2022
Q4 | $229K | Sell |
323
-58
| -15% | -$41K | 0.07% | 108 |
|
|
2022
Q3 | $209K | Buy |
381
+4
| +1% | +$2.19K | 0.07% | 109 |
|
|
2022
Q2 | $230K | Buy |
377
+12
| +3% | +$7.32K | 0.07% | 103 |
|
|
2022
Q1 | $279K | Buy |
365
+101
| +38% | +$77.2K | 0.09% | 95 |
|
|
2021
Q4 | $241K | Buy |
264
+8
| +3% | +$7.3K | 0.07% | 106 |
|
|
2021
Q3 | $215K | Sell |
256
-4
| -2% | -$3.36K | 0.08% | 97 |
|
|
2021
Q2 | $228K | Buy |
+260
| New | +$228K | 0.08% | 85 |
|