LWA
Lineweaver Wealth Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.22M | Buy |
4,023
+351
| +10% | +$368K | 0.67% | 34 |
|
|
2025
Q1 | $3.49M | Buy |
3,672
+676
| +23% | +$643K | 0.59% | 37 |
|
|
2024
Q4 | $3.09M | Buy |
2,996
+307
| +11% | +$317K | 0.57% | 39 |
|
|
2024
Q3 | $2.57M | Buy |
2,689
+93
| +4% | +$88.8K | 0.49% | 41 |
|
|
2024
Q2 | $2.05M | Buy |
2,596
+180
| +7% | +$142K | 0.43% | 43 |
|
|
2024
Q1 | $2.03M | Buy |
2,416
+53
| +2% | +$44.4K | 0.48% | 42 |
|
|
2023
Q4 | $1.92M | Buy |
2,363
+190
| +9% | +$155K | 0.5% | 42 |
|
|
2023
Q3 | $1.41M | Buy |
2,173
+30
| +1% | +$19.5K | 0.41% | 49 |
|
|
2023
Q2 | $1.49M | Buy |
2,143
+70
| +3% | +$48.6K | 0.42% | 49 |
|
|
2023
Q1 | $1.39M | Buy |
2,073
+37
| +2% | +$24.8K | 0.43% | 55 |
|
|
2022
Q4 | $1.45M | Sell |
2,036
-193
| -9% | -$137K | 0.44% | 48 |
|
|
2022
Q3 | $1.23M | Buy |
2,229
+257
| +13% | +$141K | 0.4% | 53 |
|
|
2022
Q2 | $1.2M | Buy |
1,972
+95
| +5% | +$57.9K | 0.4% | 50 |
|
|
2022
Q1 | $1.43M | Buy |
1,877
+827
| +79% | +$632K | 0.41% | 49 |
|
|
2021
Q4 | $961K | Buy |
1,050
+50
| +5% | +$45.8K | 0.28% | 60 |
|
|
2021
Q3 | $839K | Buy |
1,000
+55
| +6% | +$46.1K | 0.26% | 58 |
|
|
2021
Q2 | $826K | Buy |
945
+126
| +15% | +$110K | 0.27% | 55 |
|
|
2021
Q1 | $618K | Buy |
819
+276
| +51% | +$208K | 0.22% | 59 |
|
|
2020
Q4 | $392K | Buy |
+543
| New | +$392K | 0.15% | 62 |
|