KWM
Kingsview Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.93M | Sell |
7,555
-7,197
| -49% | -$7.55M | 0.13% | 164 |
|
|
2025
Q1 | $14M | Buy |
14,752
+7,131
| +94% | +$6.75M | 0.26% | 67 |
|
|
2024
Q4 | $7.81M | Sell |
7,621
-3,630
| -32% | -$3.72M | 0.15% | 146 |
|
|
2024
Q3 | $10.7M | Buy |
11,251
+273
| +2% | +$259K | 0.22% | 85 |
|
|
2024
Q2 | $8.64M | Buy |
10,978
+149
| +1% | +$117K | 0.2% | 99 |
|
|
2024
Q1 | $9.03M | Sell |
10,829
-1,595
| -13% | -$1.33M | 0.23% | 94 |
|
|
2023
Q4 | $10.1M | Buy |
12,424
+1,772
| +17% | +$1.44M | 0.3% | 73 |
|
|
2023
Q3 | $6.89M | Buy |
10,652
+49
| +0.5% | +$31.7K | 0.25% | 94 |
|
|
2023
Q2 | $7.33M | Sell |
10,603
-102
| -1% | -$70.5K | 0.29% | 81 |
|
|
2023
Q1 | $7.16M | Sell |
10,705
-564
| -5% | -$377K | 0.3% | 78 |
|
|
2022
Q4 | $7.99M | Sell |
11,269
-20
| -0.2% | -$14.2K | 0.35% | 66 |
|
|
2022
Q3 | $6.21M | Buy |
11,289
+266
| +2% | +$146K | 0.29% | 86 |
|
|
2022
Q2 | $6.71M | Buy |
11,023
+1,035
| +10% | +$630K | 0.32% | 77 |
|
|
2022
Q1 | $7.63M | Sell |
9,988
-191
| -2% | -$146K | 0.34% | 70 |
|
|
2021
Q4 | $9.32M | Buy |
10,179
+90
| +0.9% | +$82.4K | 0.39% | 54 |
|
|
2021
Q3 | $8.46M | Buy |
10,089
+172
| +2% | +$144K | 0.4% | 48 |
|
|
2021
Q2 | $8.72M | Buy |
9,917
+164
| +2% | +$144K | 0.43% | 41 |
|
|
2021
Q1 | $7.48M | Buy |
9,753
+665
| +7% | +$510K | 0.43% | 47 |
|
|
2020
Q4 | $6.56M | Sell |
9,088
-329
| -3% | -$237K | 0.47% | 39 |
|
|
2020
Q3 | $5.31M | Buy |
9,417
+402
| +4% | +$227K | 0.48% | 48 |
|
|
2020
Q2 | $4.91M | Buy |
9,015
+74
| +0.8% | +$40.3K | 0.49% | 44 |
|
|
2020
Q1 | $3.93M | Buy |
8,941
+663
| +8% | +$292K | 0.53% | 47 |
|
|
2019
Q4 | $4.16M | Buy |
8,278
+292
| +4% | +$147K | 0.52% | 51 |
|
|
2019
Q3 | $3.56M | Buy |
7,986
+48
| +0.6% | +$21.4K | 0.56% | 48 |
|
|
2019
Q2 | $3.73M | Sell |
7,938
-38
| -0.5% | -$17.8K | 0.63% | 42 |
|
|
2019
Q1 | $3.41M | Buy |
7,976
+85
| +1% | +$36.3K | 0.52% | 50 |
|
|
2018
Q4 | $3.1M | Buy |
7,891
+98
| +1% | +$38.5K | 0.68% | 36 |
|
|
2018
Q3 | $3.67M | Buy |
7,793
+315
| +4% | +$148K | 0.74% | 31 |
|
|
2018
Q2 | $3.73M | Sell |
7,478
-8
| -0.1% | -$3.99K | 0.89% | 24 |
|
|
2018
Q1 | $4.06M | Buy |
7,486
+6,715
| +871% | +$3.64M | 1.01% | 17 |
|
|
2017
Q4 | $396K | Buy |
+771
| New | +$396K | 0.14% | 203 |
|