Journey Strategic Wealth’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $951K | Buy |
907
+206
| +29% | +$216K | 0.03% | 175 |
|
|
2025
Q1 | $663K | Buy |
701
+20
| +3% | +$18.9K | 0.02% | 186 |
|
|
2024
Q4 | $698K | Sell |
681
-8
| -1% | -$8.2K | 0.03% | 167 |
|
|
2024
Q3 | $654K | Buy |
689
+81
| +13% | +$76.9K | 0.02% | 182 |
|
|
2024
Q2 | $479K | Buy |
608
+322
| +113% | +$253K | 0.02% | 164 |
|
|
2024
Q1 | $239K | Buy |
+286
| New | +$239K | 0.01% | 238 |
|
|
2023
Q2 | – | Sell |
-504
| Closed | -$337K | – | 212 |
|
|
2023
Q1 | $337K | Sell |
504
-39
| -7% | -$26.1K | 0.04% | 140 |
|
|
2022
Q4 | $385K | Buy |
543
+118
| +28% | +$83.7K | 0.05% | 123 |
|
|
2022
Q3 | $235K | Buy |
+425
| New | +$235K | 0.03% | 132 |
|
|
2022
Q2 | – | Sell |
-351
| Closed | -$268K | – | 138 |
|
|
2022
Q1 | $268K | Buy |
351
+2
| +0.6% | +$1.53K | 0.03% | 111 |
|
|
2021
Q4 | $320K | Buy |
+349
| New | +$320K | 0.03% | 114 |
|