DWM
Darwin Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.79K | Sell |
5
-16
| -76% | -$18.5K | ﹤0.01% | 400 |
|
|
2025
Q1 | $22K | Hold |
21
| – | – | 0.01% | 292 |
|
|
2024
Q4 | $22K | Buy |
21
+2
| +11% | +$2.1K | 0.01% | 292 |
|
|
2024
Q3 | $18.5K | Buy |
+19
| New | +$18.5K | 0.01% | 319 |
|
|
2020
Q2 | – | Sell |
-147
| Closed | -$64K | – | 216 |
|
|
2020
Q1 | $64K | Buy |
+147
| New | +$64K | 0.02% | 208 |
|
|
2018
Q1 | – | Sell |
-4,616
| Closed | -$2.37M | – | 127 |
|
|
2017
Q4 | $2.37M | Buy |
+4,616
| New | +$2.37M | 1.02% | 32 |
|
|
2017
Q3 | – | Sell |
-4,637
| Closed | -$1.96M | – | 103 |
|
|
2017
Q2 | $1.96M | Sell |
4,637
-406
| -8% | -$172K | 1.08% | 33 |
|
|
2017
Q1 | $1.93M | Buy |
5,043
+454
| +10% | +$174K | 1.12% | 34 |
|
|
2016
Q4 | $1.75M | Sell |
4,589
-2,272
| -33% | -$864K | 1.17% | 35 |
|
|
2016
Q3 | $2.49M | Buy |
6,861
+1,263
| +23% | +$458K | 1.92% | 18 |
|
|
2016
Q2 | $1.92M | Buy |
+5,598
| New | +$1.92M | 1.64% | 24 |
|