MWM
Modern Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Sell |
772
-22
| -3% | -$23.1K | 0.02% | 392 |
|
|
2025
Q1 | $752K | Buy |
794
+100
| +14% | +$94.7K | 0.02% | 347 |
|
|
2024
Q4 | $712K | Buy |
694
+307
| +79% | +$315K | 0.03% | 306 |
|
|
2024
Q3 | $368K | Buy |
387
+129
| +50% | +$123K | 0.02% | 300 |
|
|
2024
Q2 | $203K | Buy |
258
+3
| +1% | +$2.37K | 0.02% | 382 |
|
|
2024
Q1 | $213K | Buy |
+255
| New | +$213K | 0.02% | 281 |
|