FVWA
Foster Victor Wealth Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
350
+5
| +1% | +$5.44K | 0.03% | 158 |
|
|
2025
Q1 | $303K | Buy |
345
+1
| +0.3% | +$878 | 0.02% | 161 |
|
|
2024
Q4 | $346K | Sell |
344
-33
| -9% | -$33.2K | 0.03% | 149 |
|
|
2024
Q3 | $361K | Sell |
377
-20
| -5% | -$19.1K | 0.03% | 144 |
|
|
2024
Q2 | $335K | Sell |
397
-14,610
| -97% | -$12.3M | 0.03% | 145 |
|
|
2024
Q1 | $11.8M | Buy |
15,007
+566
| +4% | +$445K | 1.08% | 44 |
|
|
2023
Q4 | $11.5M | Buy |
14,441
+276
| +2% | +$220K | 1.18% | 37 |
|
|
2023
Q3 | $9.18M | Buy |
14,165
+562
| +4% | +$364K | 1.07% | 44 |
|
|
2023
Q2 | $9.42M | Buy |
13,603
+1,050
| +8% | +$727K | 1.05% | 41 |
|
|
2023
Q1 | $8.27M | Buy |
12,553
+514
| +4% | +$339K | 1% | 41 |
|
|
2022
Q4 | $8.88M | Sell |
12,039
-601
| -5% | -$444K | 1.13% | 37 |
|
|
2022
Q3 | $7.23M | Buy |
12,640
+521
| +4% | +$298K | 1.05% | 43 |
|
|
2022
Q2 | $7.45M | Buy |
12,119
+814
| +7% | +$500K | 1.11% | 40 |
|
|
2022
Q1 | $8.43M | Buy |
11,305
+623
| +6% | +$464K | 1.15% | 31 |
|
|
2021
Q4 | $9.46M | Buy |
10,682
+775
| +8% | +$686K | 1.29% | 28 |
|
|
2021
Q3 | $8.31M | Buy |
9,907
+649
| +7% | +$544K | 1.33% | 27 |
|
|
2021
Q2 | $8.1M | Buy |
9,258
+356
| +4% | +$311K | 1.35% | 25 |
|
|
2021
Q1 | $7.14M | Buy |
8,902
+1,001
| +13% | +$803K | 1.33% | 24 |
|
|
2020
Q4 | $5.7M | Buy |
7,901
+903
| +13% | +$652K | 1.3% | 29 |
|
|
2020
Q3 | $3.94M | Buy |
6,998
+1,055
| +18% | +$595K | 1.07% | 36 |
|
|
2020
Q2 | $3.23M | Buy |
5,943
+920
| +18% | +$500K | 1.07% | 35 |
|
|
2020
Q1 | $2.38M | Buy |
5,023
+984
| +24% | +$467K | 1.05% | 40 |
|
|
2019
Q4 | $2.05M | Buy |
4,039
+594
| +17% | +$301K | 0.89% | 41 |
|
|
2019
Q3 | $1.46M | Buy |
3,445
+1,408
| +69% | +$596K | 0.81% | 37 |
|
|
2019
Q2 | $962K | Sell |
2,037
-588
| -22% | -$278K | 0.71% | 28 |
|
|
2019
Q1 | $1.12M | Buy |
2,625
+841
| +47% | +$359K | 0.87% | 13 |
|
|
2018
Q4 | $701K | Buy |
+1,784
| New | +$701K | 0.66% | 18 |
|