HWMG
Hurlow Wealth Management Group’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Sell |
399
-29
| -7% | -$30.4K | 0.12% | 77 |
|
|
2025
Q1 | $405K | Hold |
428
| – | – | 0.13% | 76 |
|
|
2024
Q4 | $439K | Buy |
+428
| New | +$439K | 0.14% | 70 |
|
|
2024
Q3 | – | Sell |
-457
| Closed | -$360K | – | 119 |
|
|
2024
Q2 | $360K | Sell |
457
-13
| -3% | -$10.2K | 0.12% | 78 |
|
|
2024
Q1 | $392K | Buy |
470
+1
| +0.2% | +$834 | 0.14% | 75 |
|
|
2023
Q4 | $381K | Sell |
469
-16
| -3% | -$13K | 0.14% | 75 |
|
|
2023
Q3 | $314K | Buy |
485
+1
| +0.2% | +$646 | 0.14% | 81 |
|
|
2023
Q2 | $335K | Buy |
484
+1
| +0.2% | +$691 | 0.14% | 77 |
|
|
2023
Q1 | $323K | Sell |
483
-2
| -0.4% | -$1.34K | 0.15% | 76 |
|
|
2022
Q4 | $344K | Buy |
485
+4
| +0.8% | +$2.84K | 0.18% | 73 |
|
|
2022
Q3 | $265K | Hold |
481
| – | – | 0.15% | 76 |
|
|
2022
Q2 | $293K | Hold |
481
| – | – | 0.17% | 72 |
|
|
2022
Q1 | $368K | Sell |
481
-23
| -5% | -$17.6K | 0.23% | 66 |
|
|
2021
Q4 | $353K | Hold |
504
| – | – | 0.28% | 62 |
|
|
2021
Q3 | $423K | Hold |
504
| – | – | 0.25% | 57 |
|
|
2021
Q2 | $441K | Sell |
504
-8
| -2% | -$7K | 0.29% | 53 |
|
|
2021
Q1 | $386K | Buy |
512
+54
| +12% | +$40.7K | 0.28% | 63 |
|
|
2020
Q4 | $330K | Hold |
458
| – | – | 0.26% | 66 |
|
|
2020
Q3 | $258K | Hold |
458
| – | – | 0.24% | 71 |
|
|
2020
Q2 | $253K | Hold |
458
| – | – | 0.24% | 77 |
|
|
2020
Q1 | $203K | Sell |
458
-71
| -13% | -$31.5K | 0.22% | 87 |
|
|
2019
Q4 | $279K | Hold |
529
| – | – | 0.27% | 81 |
|
|
2019
Q3 | $230K | Hold |
529
| – | – | 0.24% | 84 |
|
|
2019
Q2 | $250K | Hold |
529
| – | – | 0.26% | 79 |
|
|
2019
Q1 | $257K | Hold |
529
| – | – | 0.28% | 78 |
|
|
2018
Q4 | $214K | Buy |
+529
| New | +$214K | 0.26% | 84 |
|