JFS Wealth Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $296K | Sell |
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|
2025
Q2 | $408K | Buy |
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|
2025
Q1 | $359K | Sell |
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|
2024
Q4 | $392K | Buy |
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|
2024
Q3 | $355K | Buy |
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|
2024
Q2 | $294K | Hold |
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|
2024
Q1 | $311K | Sell |
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|
2023
Q4 | $313K | Buy |
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|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $258K | Hold |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $234K | Buy |
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|
2022
Q1 | $280K | Buy |
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|
2021
Q4 | $333K | Buy |
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|
2021
Q3 | $297K | Buy |
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|
2021
Q2 | $307K | Hold |
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|
2021
Q1 | $265K | Sell |
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|
2020
Q4 | $267K | Buy |
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|
2020
Q3 | $205K | Hold |
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|
2020
Q2 | $198K | Hold |
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|
2020
Q1 | $160K | Hold |
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|
2019
Q4 | $182K | Buy |
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|
2019
Q3 | $159K | Hold |
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|
2019
Q2 | $167K | Hold |
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|
2019
Q1 | $152K | Hold |
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|
2018
Q4 | $140K | Hold |
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|
2018
Q3 | $168K | Sell |
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|
2018
Q2 | $297K | Buy |
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|
2018
Q1 | $317K | Hold |
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|
2017
Q4 | $301K | Buy |
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|
2017
Q3 | $258K | Hold |
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|
2017
Q2 | $244K | Buy |
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|
2017
Q1 | $128K | Hold |
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|
2016
Q4 | $128K | Hold |
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|
2016
Q3 | $122K | Hold |
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|
2016
Q2 | $115K | Hold |
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|
2016
Q1 | $115K | Hold |
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|
2015
Q4 | $115K | Hold |
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|
2015
Q3 | $100K | Sell |
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|
2015
Q2 | $119K | Hold |
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|
2015
Q1 | $125K | Hold |
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|
2014
Q4 | $123K | Sell |
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|
2014
Q3 | $231K | Sell |
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|
2014
Q2 | $226K | Hold |
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|
2014
Q1 | $222K | Buy |
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|
2013
Q4 | $211K | Sell |
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|
2013
Q3 | $266K | Buy |
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|
2013
Q2 | $251K | Buy |
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