JWM
Jackson Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Buy |
3,514
+43
| +1% | +$45.1K | 0.4% | 56 |
|
|
2025
Q1 | $3.29M | Buy |
3,471
+19
| +0.6% | +$18K | 0.4% | 58 |
|
|
2024
Q4 | $3.54M | Buy |
+3,452
| New | +$3.54M | 0.4% | 58 |
|
|
2022
Q2 | – | Sell |
-9,682
| Closed | -$7.4M | – | 94 |
|
|
2022
Q1 | $7.4M | Sell |
9,682
-1,752
| -15% | -$1.34M | 1.03% | 30 |
|
|
2021
Q4 | $10.5M | Buy |
11,434
+280
| +3% | +$256K | 1.32% | 20 |
|
|
2021
Q3 | $412K | Buy |
11,154
+1,957
| +21% | +$72.3K | 4.99% | 4 |
|
|
2021
Q2 | $8.05M | Buy |
9,197
+486
| +6% | +$425K | 1.02% | 28 |
|
|
2021
Q1 | $6.57M | Buy |
8,711
+430
| +5% | +$324K | 0.98% | 30 |
|
|
2020
Q4 | $5.98M | Buy |
8,281
+442
| +6% | +$319K | 0.81% | 31 |
|
|
2020
Q3 | $4.42M | Buy |
+7,839
| New | +$4.42M | 0.66% | 38 |
|
|
2015
Q4 | – | Sell |
-4,484
| Closed | -$1.33M | – | 73 |
|
|
2015
Q3 | $1.33M | Buy |
4,484
+168
| +4% | +$50K | 0.48% | 60 |
|
|
2015
Q2 | $1.49M | Buy |
+4,316
| New | +$1.49M | 0.5% | 61 |
|