Kingswood Wealth Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Sell |
709
-116
| -14% | -$122K | 0.06% | 318 |
|
|
2025
Q1 | $780K | Sell |
825
-125
| -13% | -$118K | 0.07% | 300 |
|
|
2024
Q4 | $974K | Sell |
950
-180
| -16% | -$185K | 0.07% | 278 |
|
|
2024
Q3 | $1.07M | Buy |
1,130
+335
| +42% | +$318K | 0.08% | 276 |
|
|
2024
Q2 | $626K | Buy |
795
+99
| +14% | +$78K | 0.06% | 324 |
|
|
2024
Q1 | $581K | Buy |
696
+17
| +3% | +$14.2K | 0.07% | 310 |
|
|
2023
Q4 | $551K | Buy |
679
+186
| +38% | +$151K | 0.06% | 321 |
|
|
2023
Q3 | $318K | Buy |
+493
| New | +$318K | 0.05% | 318 |
|