MGWM
Marks Group Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
2,313
-39
| -2% | -$40.9K | 0.23% | 110 |
|
|
2025
Q1 | $2.23M | Buy |
2,352
+18
| +0.8% | +$17K | 0.21% | 113 |
|
|
2024
Q4 | $2.39M | Sell |
2,334
-43
| -2% | -$44.1K | 0.24% | 105 |
|
|
2024
Q3 | $2.26M | Buy |
2,377
+420
| +21% | +$399K | 0.22% | 118 |
|
|
2024
Q2 | $1.54M | Sell |
1,957
-59
| -3% | -$46.5K | 0.16% | 141 |
|
|
2024
Q1 | $1.68M | Sell |
2,016
-221
| -10% | -$184K | 0.18% | 137 |
|
|
2023
Q4 | $1.82M | Sell |
2,237
-231
| -9% | -$188K | 0.21% | 129 |
|
|
2023
Q3 | $1.6M | Sell |
2,468
-185
| -7% | -$120K | 0.2% | 136 |
|
|
2023
Q2 | $1.83M | Sell |
2,653
-163
| -6% | -$113K | 0.22% | 130 |
|
|
2023
Q1 | $1.88M | Buy |
2,816
+220
| +8% | +$147K | 0.24% | 122 |
|
|
2022
Q4 | $1.84M | Buy |
2,596
+239
| +10% | +$169K | 0.25% | 118 |
|
|
2022
Q3 | $1.3M | Buy |
2,357
+271
| +13% | +$149K | 0.2% | 135 |
|
|
2022
Q2 | $1.27M | Buy |
2,086
+1,040
| +99% | +$633K | 0.18% | 140 |
|
|
2022
Q1 | $799K | Buy |
1,046
+174
| +20% | +$133K | 0.1% | 188 |
|
|
2021
Q4 | $811K | Buy |
872
+182
| +26% | +$169K | 0.1% | 198 |
|
|
2021
Q3 | $580K | Buy |
690
+132
| +24% | +$111K | 0.08% | 192 |
|
|
2021
Q2 | $486K | Buy |
558
+82
| +17% | +$71.4K | 0.07% | 182 |
|
|
2021
Q1 | $374K | Buy |
476
+25
| +6% | +$19.6K | 0.06% | 194 |
|
|
2020
Q4 | $325K | Sell |
451
-51
| -10% | -$36.8K | 0.05% | 203 |
|
|
2020
Q3 | $283K | Buy |
502
+6
| +1% | +$3.38K | 0.05% | 204 |
|
|
2020
Q2 | $275K | Sell |
496
-59
| -11% | -$32.7K | 0.06% | 199 |
|
|
2020
Q1 | $245K | Sell |
555
-39
| -7% | -$17.2K | 0.06% | 191 |
|
|
2019
Q4 | $299K | Buy |
+594
| New | +$299K | 0.06% | 200 |
|