HWA
HHM Wealth Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.2K | Hold |
84
| – | – | 0.01% | 290 |
|
|
2025
Q1 | $79.5K | Hold |
84
| – | – | 0.01% | 294 |
|
|
2024
Q4 | $86K | Buy |
84
+4
| +5% | +$4.1K | 0.01% | 281 |
|
|
2024
Q3 | $75.8K | Buy |
80
+13
| +19% | +$12.3K | 0.01% | 285 |
|
|
2024
Q2 | $52.8K | Sell |
67
-8
| -11% | -$6.3K | 0.01% | 334 |
|
|
2024
Q1 | $62.5K | Hold |
75
| – | – | 0.01% | 270 |
|
|
2023
Q4 | $60.9K | Buy |
75
+45
| +150% | +$36.5K | 0.01% | 267 |
|
|
2023
Q3 | $19.4K | Sell |
30
-25
| -45% | -$16.2K | ﹤0.01% | 406 |
|
|
2023
Q2 | $38K | Hold |
55
| – | – | 0.01% | 326 |
|
|
2023
Q1 | $36.8K | Hold |
55
| – | – | 0.01% | 315 |
|
|
2022
Q4 | $39K | Hold |
55
| – | – | 0.01% | 272 |
|
|
2022
Q3 | $30K | Sell |
55
-160
| -74% | -$87.3K | 0.01% | 299 |
|
|
2022
Q2 | $131K | Buy |
215
+25
| +13% | +$15.2K | 0.03% | 168 |
|
|
2022
Q1 | $145K | Sell |
190
-1
| -0.5% | -$763 | 0.03% | 174 |
|
|
2021
Q4 | $175K | Hold |
191
| – | – | 0.04% | 151 |
|
|
2021
Q3 | $160K | Sell |
191
-22
| -10% | -$18.4K | 0.04% | 155 |
|
|
2021
Q2 | $186K | Hold |
213
| – | – | 0.05% | 138 |
|
|
2021
Q1 | $161K | Buy |
213
+35
| +20% | +$26.5K | 0.05% | 135 |
|
|
2020
Q4 | $128K | Hold |
178
| – | – | 0.04% | 145 |
|
|
2020
Q3 | $100K | Sell |
178
-6
| -3% | -$3.37K | 0.04% | 146 |
|
|
2020
Q2 | $100K | Hold |
184
| – | – | 0.04% | 141 |
|
|
2020
Q1 | $81K | Buy |
+184
| New | +$81K | 0.04% | 142 |
|