DWM
Destination Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
1,314
+66
| +5% | +$69.3K | 0.04% | 127 |
|
|
2025
Q1 | $1.18M | Buy |
1,248
+3
| +0.2% | +$2.84K | 0.04% | 126 |
|
|
2024
Q4 | $1.28M | Buy |
1,245
+105
| +9% | +$108K | 0.04% | 120 |
|
|
2024
Q3 | $1.08M | Buy |
1,140
+71
| +7% | +$67.4K | 0.03% | 123 |
|
|
2024
Q2 | $842K | Sell |
1,069
-5
| -0.5% | -$3.94K | 0.03% | 125 |
|
|
2024
Q1 | $895K | Sell |
1,074
-107
| -9% | -$89.2K | 0.03% | 126 |
|
|
2023
Q4 | $959K | Buy |
1,181
+30
| +3% | +$24.4K | 0.03% | 123 |
|
|
2023
Q3 | $744K | Sell |
1,151
-9
| -0.8% | -$5.82K | 0.03% | 129 |
|
|
2023
Q2 | $802K | Sell |
1,160
-4
| -0.3% | -$2.77K | 0.03% | 128 |
|
|
2023
Q1 | $779K | Buy |
1,164
+10
| +0.9% | +$6.69K | 0.03% | 125 |
|
|
2022
Q4 | $818K | Buy |
1,154
+10
| +0.9% | +$7.09K | 0.03% | 123 |
|
|
2022
Q3 | $630K | Sell |
1,144
-123
| -10% | -$67.7K | 0.03% | 125 |
|
|
2022
Q2 | $772K | Buy |
1,267
+111
| +10% | +$67.6K | 0.03% | 124 |
|
|
2022
Q1 | $883K | Sell |
1,156
-54
| -4% | -$41.2K | 0.03% | 115 |
|
|
2021
Q4 | $1.11M | Hold |
1,210
| – | – | 0.04% | 112 |
|
|
2021
Q3 | $1.02M | Sell |
1,210
-2
| -0.2% | -$1.68K | 0.04% | 110 |
|
|
2021
Q2 | $1.06M | Sell |
1,212
-16
| -1% | -$14K | 0.04% | 109 |
|
|
2021
Q1 | $926K | Buy |
1,228
+9
| +0.7% | +$6.79K | 0.04% | 109 |
|
|
2020
Q4 | $880K | Buy |
1,219
+39
| +3% | +$28.2K | 0.04% | 107 |
|
|
2020
Q3 | $665K | Sell |
1,180
-27
| -2% | -$15.2K | 0.03% | 103 |
|
|
2020
Q2 | $657K | Sell |
1,207
-25
| -2% | -$13.6K | 0.04% | 102 |
|
|
2020
Q1 | $542K | Hold |
1,232
| – | – | 0.03% | 119 |
|
|
2019
Q4 | $619K | Hold |
1,232
| – | – | 0.03% | 108 |
|
|
2019
Q3 | $549K | Hold |
1,232
| – | – | 0.03% | 105 |
|
|
2019
Q2 | $578K | Sell |
1,232
-21
| -2% | -$9.85K | 0.03% | 107 |
|
|
2019
Q1 | $535K | Buy |
1,253
+21
| +2% | +$8.97K | 0.03% | 112 |
|
|
2018
Q4 | $484K | Sell |
1,232
-14
| -1% | -$5.5K | 0.03% | 110 |
|
|
2018
Q3 | $587K | Buy |
1,246
+10
| +0.8% | +$4.71K | 0.03% | 114 |
|
|
2018
Q2 | $617K | Buy |
1,236
+1,204
| +3,763% | +$601K | 0.04% | 103 |
|
|
2018
Q1 | $17K | Buy |
+32
| New | +$17K | ﹤0.01% | 351 |
|