LAS
LWM Advisory Services’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $919K | Hold |
876
| – | – | 0.63% | 32 |
|
|
2025
Q1 | $829K | Hold |
876
| – | – | 0.58% | 33 |
|
|
2024
Q4 | $898K | Sell |
876
-23
| -3% | -$23.6K | 0.62% | 31 |
|
|
2024
Q3 | $854K | Sell |
899
-71
| -7% | -$67.4K | 0.63% | 32 |
|
|
2024
Q2 | $764K | Buy |
970
+24
| +3% | +$18.9K | 0.64% | 32 |
|
|
2024
Q1 | $789K | Sell |
946
-16
| -2% | -$13.3K | 0.63% | 32 |
|
|
2023
Q4 | $781K | Buy |
962
+34
| +4% | +$27.6K | 0.69% | 29 |
|
|
2023
Q3 | $600K | Sell |
928
-9
| -1% | -$5.82K | 0.64% | 28 |
|
|
2023
Q2 | $648K | Buy |
937
+9
| +1% | +$6.22K | 0.68% | 28 |
|
|
2023
Q1 | $621K | Hold |
928
| – | – | 0.66% | 30 |
|
|
2022
Q4 | $658K | Sell |
928
-389
| -30% | -$276K | 0.73% | 28 |
|
|
2022
Q3 | $725K | Sell |
1,317
-3
| -0.2% | -$1.65K | 0.82% | 30 |
|
|
2022
Q2 | $804K | Buy |
1,320
+408
| +45% | +$249K | 0.96% | 20 |
|
|
2022
Q1 | $697K | Buy |
912
+109
| +14% | +$83.3K | 0.87% | 31 |
|
|
2021
Q4 | $735K | Buy |
+803
| New | +$735K | 0.91% | 32 |
|