HNWAG
High Net Worth Advisory Group’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
233
-8
| -3% | -$8.41K | 0.06% | 199 |
|
|
2025
Q1 | $229K | Hold |
241
| – | – | 0.06% | 196 |
|
|
2024
Q4 | $248K | Sell |
241
-6
| -2% | -$6.16K | 0.07% | 189 |
|
|
2024
Q3 | $235K | Buy |
+247
| New | +$235K | 0.06% | 198 |
|
|
2024
Q2 | – | Sell |
-247
| Closed | -$206K | – | 219 |
|
|
2024
Q1 | $206K | Hold |
247
| – | – | 0.06% | 207 |
|
|
2023
Q4 | $201K | Buy |
+247
| New | +$201K | 0.07% | 193 |
|
|
2023
Q1 | – | Sell |
-201
| Closed | -$143K | – | 239 |
|
|
2022
Q4 | $143K | Sell |
201
-20
| -9% | -$14.2K | 0.06% | 211 |
|
|
2022
Q3 | $122K | Hold |
221
| – | – | 0.05% | 220 |
|
|
2022
Q2 | $135K | Sell |
221
-47
| -18% | -$28.7K | 0.06% | 216 |
|
|
2022
Q1 | $205K | Buy |
268
+47
| +21% | +$36K | 0.07% | 182 |
|
|
2021
Q4 | $202K | Buy |
+221
| New | +$202K | 0.07% | 190 |
|