MSWM
McGlone Suttner Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
1,002
+49
| +5% | +$51.4K | 0.16% | 67 |
|
|
2025
Q1 | $902K | Buy |
953
+62
| +7% | +$58.7K | 0.15% | 73 |
|
|
2024
Q4 | $914K | Buy |
891
+45
| +5% | +$46.1K | 0.15% | 67 |
|
|
2024
Q3 | $804K | Buy |
846
+82
| +11% | +$77.9K | 0.17% | 70 |
|
|
2024
Q2 | $620K | Sell |
764
-31
| -4% | -$25.2K | 0.13% | 76 |
|
|
2024
Q1 | $663K | Buy |
795
+31
| +4% | +$25.8K | 0.12% | 76 |
|
|
2023
Q4 | $620K | Buy |
764
+60
| +9% | +$48.7K | 0.12% | 76 |
|
|
2023
Q3 | $457K | Buy |
704
+43
| +7% | +$27.9K | 0.11% | 76 |
|
|
2023
Q2 | $458K | Buy |
661
+32
| +5% | +$22.2K | 0.1% | 81 |
|
|
2023
Q1 | $423K | Buy |
629
+57
| +10% | +$38.3K | 0.11% | 82 |
|
|
2022
Q4 | $407K | Buy |
+572
| New | +$407K | 0.13% | 78 |
|