KWM
Kolinsky Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $797K | Buy |
777
+37
| +5% | +$37.9K | 0.49% | 34 |
|
|
2024
Q3 | $703K | Buy |
740
+9
| +1% | +$8.55K | 0.46% | 41 |
|
|
2024
Q2 | $576K | Buy |
731
+25
| +4% | +$19.7K | 0.41% | 52 |
|
|
2024
Q1 | $589K | Buy |
706
+40
| +6% | +$33.3K | 0.45% | 50 |
|
|
2023
Q4 | $541K | Sell |
666
-7
| -1% | -$5.68K | 0.48% | 45 |
|
|
2023
Q3 | $435K | Sell |
673
-11
| -2% | -$7.11K | 0.43% | 54 |
|
|
2023
Q2 | $471K | Buy |
684
+30
| +5% | +$20.6K | 0.45% | 53 |
|
|
2023
Q1 | $438K | Sell |
654
-16
| -2% | -$10.7K | 0.46% | 47 |
|
|
2022
Q4 | $475K | Buy |
670
+13
| +2% | +$9.22K | 0.54% | 37 |
|
|
2022
Q3 | $362K | Buy |
657
+9
| +1% | +$4.96K | 0.45% | 45 |
|
|
2022
Q2 | $395K | Buy |
648
+1
| +0.2% | +$610 | 0.47% | 46 |
|
|
2022
Q1 | $494K | Buy |
647
+51
| +9% | +$38.9K | 0.48% | 38 |
|
|
2021
Q4 | $546K | Buy |
+596
| New | +$546K | 0.51% | 34 |
|