FMWA
Forvis Mazars Wealth Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Buy |
579
+18
| +3% | +$18.9K | 0.01% | 254 |
|
|
2025
Q1 | $531K | Buy |
561
+69
| +14% | +$65.3K | 0.01% | 272 |
|
|
2024
Q4 | $504K | Buy |
+492
| New | +$504K | 0.01% | 306 |
|
|
2024
Q3 | – | Sell |
-533
| Closed | -$420K | – | 430 |
|
|
2024
Q2 | $420K | Sell |
533
-203
| -28% | -$160K | 0.01% | 314 |
|
|
2024
Q1 | $614K | Buy |
736
+136
| +23% | +$113K | 0.02% | 259 |
|
|
2023
Q4 | $487K | Sell |
600
-11
| -2% | -$8.93K | 0.01% | 286 |
|
|
2023
Q3 | $395K | Sell |
611
-7
| -1% | -$4.53K | 0.01% | 305 |
|
|
2023
Q2 | $427K | Buy |
618
+155
| +33% | +$107K | 0.01% | 310 |
|
|
2023
Q1 | $310K | Buy |
463
+2
| +0.4% | +$1.34K | 0.01% | 326 |
|
|
2022
Q4 | $327K | Sell |
461
-6
| -1% | -$4.26K | 0.01% | 313 |
|
|
2022
Q3 | $258K | Sell |
467
-71
| -13% | -$39.2K | 0.01% | 341 |
|
|
2022
Q2 | $328K | Buy |
538
+56
| +12% | +$34.1K | 0.01% | 307 |
|
|
2022
Q1 | $368K | Buy |
482
+90
| +23% | +$68.7K | 0.02% | 215 |
|
|
2021
Q4 | $359K | Buy |
392
+50
| +15% | +$45.8K | 0.02% | 208 |
|
|
2021
Q3 | $287K | Sell |
342
-8
| -2% | -$6.71K | 0.01% | 223 |
|
|
2021
Q2 | $306K | Buy |
350
+7
| +2% | +$6.12K | 0.01% | 219 |
|
|
2021
Q1 | $259K | Sell |
343
-442
| -56% | -$334K | 0.01% | 248 |
|
|
2020
Q4 | $566K | Buy |
785
+8
| +1% | +$5.77K | 0.03% | 206 |
|
|
2020
Q3 | $438K | Buy |
777
+22
| +3% | +$12.4K | 0.03% | 218 |
|
|
2020
Q2 | $411K | Buy |
755
+84
| +13% | +$45.7K | 0.03% | 214 |
|
|
2020
Q1 | $295K | Buy |
671
+74
| +12% | +$32.5K | 0.02% | 227 |
|
|
2019
Q4 | $300K | Buy |
597
+66
| +12% | +$33.2K | 0.02% | 238 |
|
|
2019
Q3 | $237K | Sell |
531
-19
| -3% | -$8.48K | 0.02% | 239 |
|
|
2019
Q2 | $258K | Sell |
550
-4
| -0.7% | -$1.88K | 0.02% | 231 |
|
|
2019
Q1 | $237K | Buy |
554
+3
| +0.5% | +$1.28K | 0.02% | 231 |
|
|
2018
Q4 | $216K | Buy |
+551
| New | +$216K | 0.02% | 215 |
|
|
2018
Q3 | – | Sell |
-428
| Closed | -$214K | – | 231 |
|
|
2018
Q2 | $214K | Buy |
428
+30
| +8% | +$15K | 0.02% | 220 |
|
|
2018
Q1 | $216K | Buy |
+398
| New | +$216K | 0.02% | 220 |
|