LWAM
Legacy Wealth Asset Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $895K | Sell |
853
-12
| -1% | -$12.6K | 0.23% | 113 |
|
|
2025
Q1 | $819K | Sell |
865
-17
| -2% | -$16.1K | 0.23% | 116 |
|
|
2024
Q4 | $904K | Buy |
+882
| New | +$904K | 0.25% | 107 |
|
|
2024
Q3 | – | Sell |
-920
| Closed | -$724K | – | 346 |
|
|
2024
Q2 | $724K | Buy |
920
+9
| +1% | +$7.09K | 0.2% | 135 |
|
|
2024
Q1 | $760K | Buy |
911
+3
| +0.3% | +$2.5K | 0.21% | 137 |
|
|
2023
Q4 | $737K | Sell |
908
-11
| -1% | -$8.93K | 0.24% | 126 |
|
|
2023
Q3 | $594K | Buy |
919
+3
| +0.3% | +$1.94K | 0.22% | 154 |
|
|
2023
Q2 | $633K | Sell |
916
-222
| -20% | -$153K | 0.22% | 151 |
|
|
2023
Q1 | $761K | Sell |
1,138
-1
| -0.1% | -$669 | 0.27% | 110 |
|
|
2022
Q4 | $807K | Sell |
1,139
-3
| -0.3% | -$2.13K | 0.31% | 107 |
|
|
2022
Q3 | $628K | Sell |
1,142
-160
| -12% | -$88K | 0.27% | 125 |
|
|
2022
Q2 | $793K | Buy |
1,302
+28
| +2% | +$17.1K | 0.32% | 123 |
|
|
2022
Q1 | $974K | Buy |
1,274
+33
| +3% | +$25.2K | 0.35% | 106 |
|
|
2021
Q4 | $1.14M | Buy |
1,241
+11
| +0.9% | +$10.1K | 0.38% | 69 |
|
|
2021
Q3 | $1.03M | Sell |
1,230
-3
| -0.2% | -$2.52K | 0.47% | 58 |
|
|
2021
Q2 | $1.08M | Sell |
1,233
-13
| -1% | -$11.4K | 0.48% | 54 |
|
|
2021
Q1 | $939K | Buy |
1,246
+13
| +1% | +$9.8K | 0.43% | 66 |
|
|
2020
Q4 | $890K | Buy |
+1,233
| New | +$890K | 0.45% | 62 |
|