EWM
EPG Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
2,395
-20
| -0.8% | -$21K | 0.75% | 31 |
|
|
2025
Q1 | $2.29M | Buy |
2,415
+93
| +4% | +$88K | 0.64% | 32 |
|
|
2024
Q4 | $2.38M | Buy |
+2,322
| New | +$2.38M | 0.63% | 33 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 426 |
|
|
2024
Q2 | – | Sell |
-2,598
| Closed | -$2.17M | – | 48 |
|
|
2024
Q1 | $2.17M | Buy |
2,598
+36
| +1% | +$30K | 0.53% | 43 |
|
|
2023
Q4 | $1.99M | Buy |
2,562
+52
| +2% | +$40.5K | 0.52% | 45 |
|
|
2023
Q3 | $1.62M | Buy |
2,510
+2
| +0.1% | +$1.29K | 0.49% | 46 |
|
|
2023
Q2 | $1.73M | Buy |
2,508
+44
| +2% | +$30.4K | 0.51% | 46 |
|
|
2023
Q1 | $1.65M | Buy |
2,464
+1,184
| +93% | +$792K | 0.52% | 45 |
|
|
2022
Q4 | $907K | Buy |
1,280
+53
| +4% | +$37.5K | 0.35% | 69 |
|
|
2022
Q3 | $675K | Buy |
1,227
+121
| +11% | +$66.6K | 0.28% | 81 |
|
|
2022
Q2 | $674K | Sell |
1,106
-28
| -2% | -$17.1K | 0.29% | 81 |
|
|
2022
Q1 | $867K | Buy |
1,134
+7
| +0.6% | +$5.35K | 0.3% | 69 |
|
|
2021
Q4 | $1.03M | Buy |
1,127
+39
| +4% | +$35.7K | 0.36% | 61 |
|
|
2021
Q3 | $913K | Buy |
1,088
+124
| +13% | +$104K | 0.37% | 59 |
|
|
2021
Q2 | $844K | Buy |
964
+113
| +13% | +$98.9K | 0.36% | 68 |
|
|
2021
Q1 | $642K | Buy |
851
+71
| +9% | +$53.6K | 0.31% | 72 |
|
|
2020
Q4 | $563K | Buy |
780
+233
| +43% | +$168K | 0.34% | 66 |
|
|
2020
Q3 | $308K | Sell |
547
-49
| -8% | -$27.6K | 0.23% | 95 |
|
|
2020
Q2 | $324K | Buy |
596
+17
| +3% | +$9.24K | 0.23% | 100 |
|
|
2020
Q1 | $255K | Buy |
579
+305
| +111% | +$134K | 0.19% | 98 |
|
|
2019
Q4 | $138K | Buy |
+274
| New | +$138K | 0.1% | 127 |
|