J.W. Cole Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.13M | Buy |
|
|||||
|
2025
Q4 | $1.41M | Sell |
|
|||||
|
2025
Q3 | $2.76M | Sell |
|
|||||
|
2025
Q2 | $2.49M | Buy |
|
|||||
|
2025
Q1 | $1.17M | Sell |
|
|||||
|
2024
Q4 | $1.31M | Buy |
|
|||||
|
2024
Q3 | $935K | Buy |
|
|||||
|
2024
Q2 | $724K | Buy |
|
|||||
|
2024
Q1 | $756K | Sell |
|
|||||
|
2023
Q4 | $741K | Buy |
|
|||||
|
2023
Q3 | $362K | Sell |
|
|||||
|
2023
Q2 | $443K | Buy |
|
|||||
|
2023
Q1 | $401K | Buy |
|
|||||
|
2022
Q4 | $398K | Buy |
|
|||||
|
2022
Q3 | $290K | Buy |
|
|||||
|
2022
Q2 | $311K | Sell |
|
|||||
|
2022
Q1 | $451K | Buy |
|
|||||
|
2021
Q4 | $491K | Sell |
|
|||||
|
2021
Q3 | $497K | Sell |
|
|||||
|
2021
Q2 | $563K | Buy |
|
|||||
|
2021
Q1 | $395K | Buy |
|
|||||
|
2020
Q4 | $369K | Sell |
|
|||||
|
2020
Q3 | $315K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $300K | Buy |
|