MWPCG
Measured Wealth Private Client Group’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
294
-2
| -0.7% | -$2.1K | 0.09% | 140 |
|
|
2025
Q1 | $280K | Sell |
296
-31
| -9% | -$29.3K | 0.09% | 138 |
|
|
2024
Q4 | $335K | Sell |
327
-11
| -3% | -$11.3K | 0.11% | 124 |
|
|
2024
Q3 | $321K | Sell |
338
-57
| -14% | -$54.1K | 0.11% | 129 |
|
|
2024
Q2 | $311K | Hold |
395
| – | – | 0.11% | 146 |
|
|
2024
Q1 | $329K | Sell |
395
-2
| -0.5% | -$1.67K | 0.12% | 137 |
|
|
2023
Q4 | $322K | Sell |
397
-2
| -0.5% | -$1.62K | 0.12% | 127 |
|
|
2023
Q3 | $258K | Sell |
399
-55
| -12% | -$35.6K | 0.1% | 140 |
|
|
2023
Q2 | $314K | Buy |
454
+6
| +1% | +$4.15K | 0.12% | 132 |
|
|
2023
Q1 | $300K | Sell |
448
-14
| -3% | -$9.37K | 0.12% | 134 |
|
|
2022
Q4 | $327K | Hold |
462
| – | – | 0.13% | 106 |
|
|
2022
Q3 | $254K | Hold |
462
| – | – | 0.11% | 119 |
|
|
2022
Q2 | $281K | Buy |
462
+38
| +9% | +$23.1K | 0.12% | 127 |
|
|
2022
Q1 | $324K | Hold |
424
| – | – | 0.12% | 103 |
|
|
2021
Q4 | $388K | Hold |
424
| – | – | 0.14% | 95 |
|
|
2021
Q3 | $356K | Sell |
424
-3
| -0.7% | -$2.52K | 0.14% | 97 |
|
|
2021
Q2 | $374K | Buy |
427
+3
| +0.7% | +$2.63K | 0.12% | 112 |
|
|
2021
Q1 | $320K | Hold |
424
| – | – | 0.11% | 103 |
|
|
2020
Q4 | $306K | Sell |
424
-10
| -2% | -$7.22K | 0.13% | 95 |
|
|
2020
Q3 | $245K | Buy |
+434
| New | +$245K | 0.12% | 105 |
|