JPWM
Jamison Private Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Buy |
5,699
+87
| +2% | +$91.3K | 0.86% | 41 |
|
|
2025
Q1 | $5.31M | Buy |
5,612
+52
| +0.9% | +$49.2K | 0.81% | 42 |
|
|
2024
Q4 | $5.7M | Buy |
5,560
+99
| +2% | +$101K | 0.84% | 40 |
|
|
2024
Q3 | $5.19M | Buy |
5,461
+253
| +5% | +$240K | 0.79% | 43 |
|
|
2024
Q2 | $4.1M | Buy |
5,208
+27
| +0.5% | +$21.3K | 0.68% | 45 |
|
|
2024
Q1 | $4.32M | Sell |
5,181
-19
| -0.4% | -$15.8K | 0.73% | 46 |
|
|
2023
Q4 | $4.22M | Sell |
5,200
-169
| -3% | -$137K | 0.79% | 46 |
|
|
2023
Q3 | $3.47M | Buy |
+5,369
| New | +$3.47M | 0.72% | 47 |
|