MWM
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Moran Wealth Management’s Blackrock BLK Stock Holding History

Moran Wealth Management’s Portfolio BLK Stock Details BLK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.2M Buy
+9,683
New +$10.2M 0.31% 104
2024
Q1 		– Sell
-10,274
Closed -$8.34M – 416
2023
Q4 		$8.34M Sell
10,274
-12,183
-54% -$9.89M 0.3% 113
2023
Q3 		$14.5M Buy
+22,457
New +$14.5M 0.56% 63