CWP
CFM Wealth Partners’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Sell |
351
-8
| -2% | -$8.39K | 0.06% | 107 |
|
|
2025
Q1 | $340K | Buy |
+359
| New | +$340K | 0.06% | 112 |
|
|
2024
Q4 | – | Sell |
-315
| Closed | -$299K | – | 143 |
|
|
2024
Q3 | $299K | Buy |
315
+19
| +6% | +$18K | 0.05% | 121 |
|
|
2024
Q2 | $233K | Hold |
296
| – | – | 0.04% | 139 |
|
|
2024
Q1 | $247K | Sell |
296
-11
| -4% | -$9.17K | 0.05% | 140 |
|
|
2023
Q4 | $249K | Sell |
307
-20
| -6% | -$16.2K | 0.06% | 148 |
|
|
2023
Q3 | $211K | Hold |
327
| – | – | 0.06% | 137 |
|
|
2023
Q2 | $226K | Sell |
327
-7
| -2% | -$4.84K | 0.05% | 156 |
|
|
2023
Q1 | $223K | Sell |
334
-129
| -28% | -$86.3K | 0.06% | 143 |
|
|
2022
Q4 | $328K | Sell |
463
-409
| -47% | -$290K | 0.1% | 128 |
|
|
2022
Q3 | $480K | Buy |
872
+190
| +28% | +$105K | 0.15% | 98 |
|
|
2022
Q2 | $415K | Buy |
682
+217
| +47% | +$132K | 0.12% | 120 |
|
|
2022
Q1 | $355K | Buy |
+465
| New | +$355K | 0.09% | 133 |
|
|
2020
Q3 | – | Sell |
-61
| Closed | -$33K | – | 191 |
|
|
2020
Q2 | $33K | Hold |
61
| – | – | 0.01% | 316 |
|
|
2020
Q1 | $27K | Hold |
61
| – | – | 0.01% | 331 |
|
|
2019
Q4 | $33K | Buy |
+61
| New | +$33K | 0.01% | 314 |
|