Kingswood 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
$1.2M Buy
2025
Q2
$743K Sell
2025
Q1
$780K Sell
2024
Q4
$974K Sell
2024
Q3
$1.07M Buy
2024
Q2
$626K Buy
2024
Q1
$581K Buy
2023
Q4
$551K Buy
2023
Q3
$318K Buy