GJWM
Gilliland Jeter Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Buy |
432
+1
| +0.2% | +$1.05K | 0.15% | 116 |
|
|
2025
Q1 | $408K | Buy |
+431
| New | +$408K | 0.14% | 116 |
|
|
2024
Q4 | – | Sell |
-429
| Closed | -$407K | – | 230 |
|
|
2024
Q3 | $407K | Buy |
429
+111
| +35% | +$105K | 0.13% | 119 |
|
|
2024
Q2 | $250K | Buy |
318
+71
| +29% | +$55.9K | 0.08% | 149 |
|
|
2024
Q1 | $206K | Buy |
+247
| New | +$206K | 0.07% | 166 |
|