Mission Wealth Management’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.3M Buy
9,859
+19
+0.2% +$19.9K 0.22% 58
2025
Q1
$9.31M Sell
9,840
-134
-1% -$127K 0.23% 61
2024
Q4
$10.2M Sell
9,974
-98
-1% -$100K 0.24% 55
2024
Q3
$9.56M Buy
10,072
+2,302
+30% +$2.19M 0.23% 56
2024
Q2
$6.12M Sell
7,770
-59
-0.8% -$46.5K 0.16% 76
2024
Q1
$6.53M Buy
7,829
+6,210
+384% +$5.18M 0.17% 86
2023
Q4
$1.31M Buy
1,619
+38
+2% +$30.8K 0.04% 194
2023
Q3
$1.02M Buy
1,581
+239
+18% +$155K 0.04% 208
2023
Q2
$928K Sell
1,342
-117
-8% -$80.9K 0.04% 224
2023
Q1
$976K Sell
1,459
-48
-3% -$32.1K 0.04% 204
2022
Q4
$1.07M Buy
1,507
+118
+8% +$83.6K 0.05% 188
2022
Q3
$764K Buy
1,389
+264
+23% +$145K 0.04% 219
2022
Q2
$685K Buy
1,125
+166
+17% +$101K 0.04% 245
2022
Q1
$733K Sell
959
-18
-2% -$13.8K 0.03% 234
2021
Q4
$894K Buy
977
+90
+10% +$82.4K 0.04% 198
2021
Q3
$744K Sell
887
-550
-38% -$461K 0.04% 206
2021
Q2
$1.26M Sell
1,437
-11
-0.8% -$9.62K 0.07% 143
2021
Q1
$1.09M Buy
1,448
+184
+15% +$139K 0.06% 143
2020
Q4
$912K Buy
1,264
+321
+34% +$232K 0.06% 152
2020
Q3
$531K Buy
943
+3
+0.3% +$1.69K 0.04% 195
2020
Q2
$511K Buy
940
+69
+8% +$37.5K 0.04% 180
2020
Q1
$383K Buy
871
+99
+13% +$43.5K 0.04% 185
2019
Q4
$388K Sell
772
-18
-2% -$9.05K 0.04% 208
2019
Q3
$352K Sell
790
-1
-0.1% -$446 0.04% 209
2019
Q2
$371K Sell
791
-11
-1% -$5.16K 0.04% 202
2019
Q1
$343K Sell
802
-8
-1% -$3.42K 0.04% 209
2018
Q4
$318K Buy
810
+18
+2% +$7.07K 0.04% 189
2018
Q3
$373K Buy
792
+4
+0.5% +$1.88K 0.05% 182
2018
Q2
$393K Buy
788
+130
+20% +$64.8K 0.06% 163
2018
Q1
$356K Buy
658
+18
+3% +$9.74K 0.06% 149
2017
Q4
$329K Sell
640
-60
-9% -$30.8K 0.06% 141
2017
Q3
$313K Buy
700
+99
+16% +$44.3K 0.06% 135
2017
Q2
$254K Buy
+601
New +$254K 0.05% 154