CWM
CMH Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.62M | Sell |
7,263
-340
| -4% | -$357K | 1.77% | 25 |
|
|
2025
Q1 | $7.2M | Sell |
7,603
-103
| -1% | -$97.5K | 1.8% | 26 |
|
|
2024
Q4 | $7.9M | Sell |
7,706
-267
| -3% | -$274K | 1.81% | 24 |
|
|
2024
Q3 | $7.57M | Sell |
7,973
-147
| -2% | -$140K | 1.78% | 26 |
|
|
2024
Q2 | $6.39M | Sell |
8,120
-15
| -0.2% | -$11.8K | 1.57% | 31 |
|
|
2024
Q1 | $6.78M | Sell |
8,135
-693
| -8% | -$578K | 1.72% | 25 |
|
|
2023
Q4 | $7.17M | Buy |
8,828
+264
| +3% | +$214K | 1.74% | 26 |
|
|
2023
Q3 | $5.54M | Buy |
8,564
+391
| +5% | +$253K | 1.55% | 29 |
|
|
2023
Q2 | $5.65M | Buy |
8,173
+445
| +6% | +$308K | 1.52% | 29 |
|
|
2023
Q1 | $5.17M | Buy |
7,728
+69
| +0.9% | +$46.2K | 1.49% | 30 |
|
|
2022
Q4 | $5.43M | Sell |
7,659
-195
| -2% | -$138K | 1.74% | 23 |
|
|
2022
Q3 | $4.32M | Buy |
7,854
+140
| +2% | +$77K | 1.58% | 26 |
|
|
2022
Q2 | $4.7M | Buy |
7,714
+795
| +11% | +$484K | 1.7% | 17 |
|
|
2022
Q1 | $5.29M | Buy |
6,919
+627
| +10% | +$479K | 1.63% | 20 |
|
|
2021
Q4 | $5.76M | Sell |
6,292
-64
| -1% | -$58.6K | 1.74% | 17 |
|
|
2021
Q3 | $5.33M | Buy |
6,356
+67
| +1% | +$56.2K | 1.75% | 21 |
|
|
2021
Q2 | $5.5M | Sell |
6,289
-178
| -3% | -$156K | 1.84% | 22 |
|
|
2021
Q1 | $4.88M | Buy |
6,467
+12
| +0.2% | +$9.05K | 1.84% | 22 |
|
|
2020
Q4 | $4.66M | Sell |
6,455
-322
| -5% | -$232K | 1.71% | 21 |
|
|
2020
Q3 | $3.82M | Buy |
6,777
+225
| +3% | +$127K | 1.63% | 23 |
|
|
2020
Q2 | $3.57M | Sell |
6,552
-329
| -5% | -$179K | 1.7% | 20 |
|
|
2020
Q1 | $3.03M | Buy |
6,881
+67
| +1% | +$29.5K | 1.77% | 22 |
|
|
2019
Q4 | $3.43M | Sell |
6,814
-80
| -1% | -$40.2K | 1.76% | 20 |
|
|
2019
Q3 | $3.07M | Buy |
6,894
+270
| +4% | +$120K | 1.74% | 22 |
|
|
2019
Q2 | $3.11M | Sell |
6,624
-258
| -4% | -$121K | 1.82% | 20 |
|
|
2019
Q1 | $2.94M | Buy |
6,882
+272
| +4% | +$116K | 1.78% | 21 |
|
|
2018
Q4 | $2.6M | Buy |
6,610
+755
| +13% | +$297K | 1.57% | 21 |
|
|
2018
Q3 | $2.77M | Buy |
5,855
+180
| +3% | +$85.2K | 1.45% | 22 |
|
|
2018
Q2 | $2.84M | Buy |
5,675
+2,622
| +86% | +$1.31M | 1.62% | 17 |
|
|
2018
Q1 | $1.58M | Sell |
3,053
-95
| -3% | -$49.3K | 1.07% | 35 |
|
|
2017
Q4 | $1.6M | Sell |
3,148
-828
| -21% | -$421K | 1.06% | 36 |
|
|
2017
Q3 | $1.79M | Sell |
3,976
-460
| -10% | -$207K | 1.33% | 27 |
|
|
2017
Q2 | $1.89M | Buy |
4,436
+35
| +0.8% | +$14.9K | 1.51% | 26 |
|
|
2017
Q1 | $1.68M | Sell |
4,401
-114
| -3% | -$43.5K | 1.32% | 30 |
|
|
2016
Q4 | $1.69M | Buy |
+4,515
| New | +$1.69M | 1.48% | 26 |
|