DWM
Drive Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
1,840
+3
| +0.2% | +$3.15K | 0.42% | 54 |
|
|
2025
Q1 | $1.74M | Buy |
1,837
+1,299
| +241% | +$1.23M | 0.41% | 54 |
|
|
2024
Q4 | $551K | Sell |
538
-99
| -16% | -$101K | 0.14% | 117 |
|
|
2024
Q3 | $605K | Hold |
637
| – | – | 0.16% | 109 |
|
|
2024
Q2 | $502K | Buy |
637
+16
| +3% | +$12.6K | 0.14% | 133 |
|
|
2024
Q1 | $518K | Buy |
621
+4
| +0.6% | +$3.34K | 0.15% | 125 |
|
|
2023
Q4 | $501K | Buy |
+617
| New | +$501K | 0.16% | 118 |
|
|
2023
Q3 | – | Sell |
-583
| Closed | -$403K | – | 283 |
|
|
2023
Q2 | $403K | Buy |
583
+44
| +8% | +$30.4K | 0.15% | 138 |
|
|
2023
Q1 | $361K | Buy |
539
+37
| +7% | +$24.8K | 0.15% | 149 |
|
|
2022
Q4 | $356K | Buy |
+502
| New | +$356K | 0.18% | 135 |
|