LWMM
Legacy Wealth Management (Mississippi)’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Hold |
603
| – | – | 0.19% | 56 |
|
|
2025
Q1 | $571K | Hold |
603
| – | – | 0.19% | 63 |
|
|
2024
Q4 | $618K | Hold |
603
| – | – | 0.25% | 58 |
|
|
2024
Q3 | $573K | Buy |
603
+103
| +21% | +$97.8K | 0.21% | 67 |
|
|
2024
Q2 | $394K | Hold |
500
| – | – | 0.17% | 62 |
|
|
2024
Q1 | $417K | Sell |
500
-28
| -5% | -$23.3K | 0.19% | 62 |
|
|
2023
Q4 | $429K | Hold |
528
| – | – | 0.21% | 65 |
|
|
2023
Q3 | $341K | Sell |
528
-23
| -4% | -$14.9K | 0.18% | 68 |
|
|
2023
Q2 | $381K | Sell |
551
-2
| -0.4% | -$1.38K | 0.19% | 66 |
|
|
2023
Q1 | $370K | Hold |
553
| – | – | 0.2% | 66 |
|
|
2022
Q4 | $392K | Sell |
553
-26
| -4% | -$18.4K | 0.23% | 64 |
|
|
2022
Q3 | $319K | Sell |
579
-297
| -34% | -$163K | 0.22% | 69 |
|
|
2022
Q2 | $534K | Hold |
876
| – | – | 0.32% | 62 |
|
|
2022
Q1 | $669K | Hold |
876
| – | – | 0.35% | 62 |
|
|
2021
Q4 | $802K | Hold |
876
| – | – | 0.41% | 57 |
|
|
2021
Q3 | $735K | Hold |
876
| – | – | 0.39% | 62 |
|
|
2021
Q2 | $766K | Hold |
876
| – | – | 0.42% | 56 |
|
|
2021
Q1 | $660K | Sell |
876
-20
| -2% | -$15.1K | 0.4% | 60 |
|
|
2020
Q4 | $647K | Sell |
896
-17
| -2% | -$12.3K | 0.41% | 57 |
|
|
2020
Q3 | $515K | Buy |
+913
| New | +$515K | 0.35% | 66 |
|